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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 | $5,604 | $45,312-87.6% | $86,233-93.5% | $67,986-91.8% |
| Participation rate | 14.9% | 42.4%-27.5pp | 69.0%-54.1pp | 57.2%-42.3pp |
| Annual return | 23.62% | 24.79%-1.2pp | 61.39%-37.8pp | 31.67%-8.0pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $302 | $2,185-86.2% | $4,559-93.4% | $3,358-91.0% |
| Admin fee / account holder | $83 | $3,295-97.5% | $8,342-99.0% | $3,203-97.4% |