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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 | $1,093 | $57,590-98.1% | $86,233-98.7% | $82,448-98.7% |
| Participation rate | 64.9% | 57.9%+7.0pp | 69.0%-4.1pp | 68.1%-3.2pp |
| Annual return | 21.50% | 22.41%-0.9pp | 61.39%-39.9pp | 41.64%-20.1pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $397 | $3,080-87.1% | $4,559-91.3% | $4,139-90.4% |
| Admin fee / account holder | $281 | $4,730-94.1% | $8,342-96.6% | $7,234-96.1% |