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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 | $1,114 | $101,795-98.9% | $165,100-99.3% | $80,959-98.6% |
| Participation rate | 30.8% | 71.8%-41.1pp | 78.6%-47.9pp | 67.7%-36.9pp |
| Annual return | 19.89% | 16.73%+3.2pp | 70.21%-50.3pp | 35.67%-15.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $241 | $4,476-94.6% | $6,035-96.0% | $4,300-94.4% |
| Admin fee / account holder | $150 | $8,221-98.2% | $12,696-98.8% | $6,925-97.8% |