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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 | $1,405 | $43,749-96.8% | $158,223-99.1% | $65,306-97.8% |
| Participation rate | 29.7% | 56.9%-27.2pp | 79.2%-49.5pp | 57.7%-28.0pp |
| Annual return | 23.92% | 19.41%+4.5pp | 52.09%-28.2pp | 21.94%+2.0pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $253 | $2,019-87.5% | $5,467-95.4% | $2,959-91.5% |
| Admin fee / account holder | $167 | $1,930-91.4% | $16,047-99.0% | $3,480-95.2% |