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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 | $1,197 | $59,440-98.0% | $78,004-98.5% | $82,637-98.6% |
| Participation rate | 66.0% | 62.8%+3.1pp | 69.4%-3.5pp | 68.1%-2.1pp |
| Annual return | 26.22% | 40.24%-14.0pp | 31.07%-4.9pp | 53.51%-27.3pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $532 | $3,138-83.0% | $4,092-87.0% | $4,126-87.1% |
| Admin fee / account holder | $154 | $5,504-97.2% | $7,578-98.0% | $7,339-97.9% |