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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,155 | $101,798-98.9% | $165,071-99.3% | $80,935-98.6% |
| Participation rate | 51.9% | 71.8%-19.9pp | 78.6%-26.7pp | 67.7%-15.7pp |
| Annual return | 24.39% | 16.73%+7.7pp | 70.17%-45.8pp | 35.66%-11.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $523 | $4,476-88.3% | $6,035-91.3% | $4,299-87.8% |
| Admin fee / account holder | $3 | $8,221-100.0% | $12,695-100.0% | $6,924-100.0% |