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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 | $2,246 | $75,541-97.0% | $152,093-98.5% | $82,637-97.3% |
| Participation rate | 38.4% | 66.5%-28.2pp | 77.8%-39.4pp | 68.1%-29.7pp |
| Annual return | 23.57% | 32.56%-9.0pp | 66.36%-42.8pp | 53.51%-29.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $353 | $3,206-89.0% | $5,451-93.5% | $4,126-91.4% |
| Admin fee / account holder | $141 | $6,405-97.8% | $14,497-99.0% | $7,339-98.1% |