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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 | $2,615 | $64,920-96.0% | $103,693-97.5% | $86,983-97.0% |
| Participation rate | 55.1% | 63.6%-8.5pp | 72.6%-17.5pp | 69.5%-14.4pp |
| Annual return | 21.33% | 30.29%-9.0pp | 47.61%-26.3pp | 25.83%-4.5pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $274 | $3,241-91.6% | $4,579-94.0% | $4,194-93.5% |
| Admin fee / account holder | $41 | $6,191-99.3% | $7,858-99.5% | $7,856-99.5% |