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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 | $2,052 | $69,273-97.0% | $90,796-97.7% | $82,637-97.5% |
| Participation rate | 45.1% | 64.0%-18.9pp | 69.5%-24.4pp | 68.1%-23.0pp |
| Annual return | 21.90% | 18.37%+3.5pp | 19.29%+2.6pp | 53.51%-31.6pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $237 | $3,047-92.2% | $3,822-93.8% | $4,126-94.3% |
| Admin fee / account holder | $14 | $5,511-99.7% | $7,024-99.8% | $7,339-99.8% |