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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 | $1,677 | $57,590-97.1% | $86,233-98.1% | $82,448-98.0% |
| Participation rate | 35.1% | 57.9%-22.8pp | 69.0%-33.9pp | 68.1%-33.0pp |
| Annual return | 25.74% | 22.41%+3.3pp | 61.39%-35.6pp | 41.64%-15.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $245 | $3,080-92.0% | $4,559-94.6% | $4,139-94.1% |
| Admin fee / account holder | $0 | $4,730-100.0% | $8,342-100.0% | $7,234-100.0% |