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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 | $1,728 | $35,183-95.1% | $73,550-97.7% | $70,126-97.5% |
| Participation rate | 37.5% | 42.9%-5.4pp | 54.9%-17.4pp | 69.5%-32.0pp |
| Annual return | 19.30% | 26.90%-7.6pp | -15.16%+34.5pp | 73.15%-53.9pp |
| Employer contribution / active EE | $99 | $709-86.0% | $1,219-91.8% | $2,343-95.8% |
| Participant deferral / active EE | $181 | $1,220-85.2% | $1,804-90.0% | $3,332-94.6% |
| Admin fee / account holder | $186 | $2,302-91.9% | $2,320-92.0% | $4,645-96.0% |