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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 | $1,298 | $71,197-98.2% | $93,669-98.6% | $80,925-98.4% |
| Participation rate | 36.8% | 60.4%-23.6pp | 68.7%-31.9pp | 67.7%-30.9pp |
| Annual return | 19.01% | 11.27%+7.7pp | 133.59%-114.6pp | 35.65%-16.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $324 | $4,036-92.0% | $4,416-92.7% | $4,299-92.5% |
| Admin fee / account holder | $52 | $6,959-99.3% | $8,291-99.4% | $6,940-99.3% |