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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 | $1,255 | $45,343-97.2% | $150,298-99.2% | $67,986-98.2% |
| Participation rate | 38.3% | 51.9%-13.6pp | 77.8%-39.5pp | 57.2%-18.9pp |
| Annual return | 22.33% | 33.28%-10.9pp | 62.79%-40.5pp | 31.67%-9.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $165 | $2,055-91.9% | $5,453-97.0% | $3,358-95.1% |
| Admin fee / account holder | $67 | $2,250-97.0% | $14,116-99.5% | $3,203-97.9% |