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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 | $5,113 | $65,246-92.2% | $98,716-94.8% | $67,986-92.5% |
| Participation rate | 31.6% | 51.4%-19.9pp | 69.3%-37.7pp | 57.2%-25.6pp |
| Annual return | 21.73% | 20.58%+1.2pp | 31.81%-10.1pp | 31.67%-9.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $461 | $2,594-82.2% | $4,048-88.6% | $3,358-86.3% |
| Admin fee / account holder | $200 | $4,561-95.6% | $8,703-97.7% | $3,203-93.8% |