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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 | $3,795 | $54,541-93.0% | $78,778-95.2% | $70,126-94.6% |
| Participation rate | 29.3% | 60.8%-31.5pp | 69.2%-39.9pp | 69.5%-40.2pp |
| Annual return | 23.32% | 21.07%+2.2pp | 35.62%-12.3pp | 73.15%-49.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $364 | $2,210-83.5% | $2,958-87.7% | $3,332-89.1% |
| Admin fee / account holder | $6 | $3,709-99.8% | $5,134-99.9% | $4,645-99.9% |