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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 | $1,310 | $64,462-98.0% | $81,482-98.4% | $80,911-98.4% |
| Participation rate | 44.0% | 63.9%-19.9pp | 69.5%-25.5pp | 67.6%-23.6pp |
| Annual return | 13.85% | 16.35%-2.5pp | 24.79%-10.9pp | 35.63%-21.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $230 | $3,094-92.6% | $3,885-94.1% | $4,297-94.7% |
| Admin fee / account holder | $85 | $5,678-98.5% | $5,761-98.5% | $6,935-98.8% |