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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 | $1,060 | $67,894-98.4% | $89,340-98.8% | $82,448-98.7% |
| Participation rate | 68.0% | 64.0%+4.0pp | 69.6%-1.6pp | 68.1%-0.1pp |
| Annual return | 14.74% | 19.21%-4.5pp | 20.57%-5.8pp | 41.64%-26.9pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $411 | $3,072-86.6% | $3,823-89.2% | $4,139-90.1% |
| Admin fee / account holder | $289 | $5,723-94.9% | $6,704-95.7% | $7,234-96.0% |