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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 | $1,912 | $57,073-96.6% | $85,126-97.8% | $80,925-97.6% |
| Participation rate | 68.4% | 56.4%+12.0pp | 67.5%+0.9pp | 67.7%+0.8pp |
| Annual return | 15.23% | 21.69%-6.5pp | 66.63%-51.4pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $1,801-100.0% | $2,731-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $536 | $3,113-82.8% | $4,523-88.1% | $4,299-87.5% |
| Admin fee / account holder | $118 | $4,988-97.6% | $6,160-98.1% | $6,940-98.3% |