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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 | $2,094 | $48,011-95.6% | $63,803-96.7% | $82,637-97.5% |
| Participation rate | 67.7% | 66.6%+1.2pp | 72.7%-5.0pp | 68.1%-0.3pp |
| Annual return | 20.63% | 19.84%+0.8pp | 543.72%-523.1pp | 53.51%-32.9pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $369 | $2,846-87.0% | $3,843-90.4% | $4,126-91.1% |
| Admin fee / account holder | $0 | $3,873-100.0% | $5,196-100.0% | $7,339-100.0% |