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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 | $2,300 | $58,493-96.1% | $84,021-97.3% | $72,975-96.8% |
| Participation rate | 7.8% | 61.2%-53.4pp | 69.0%-61.2pp | 69.5%-61.7pp |
| Annual return | 43.58% | 28.93%+14.6pp | 71.32%-27.7pp | 81.01%-37.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $188 | $2,394-92.2% | $3,239-94.2% | $3,608-94.8% |
| Admin fee / account holder | $157 | $4,569-96.6% | $6,102-97.4% | $5,124-96.9% |