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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 | $2,156 | $128,603-98.3% | $197,124-98.9% | $67,986-96.8% |
| Participation rate | 64.9% | 81.7%-16.7pp | 86.7%-21.8pp | 57.2%+7.7pp |
| Annual return | 21.46% | 23.77%-2.3pp | 44.34%-22.9pp | 31.67%-10.2pp |
| Employer contribution / active EE | $0 | $4,379-100.0% | $6,227-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $684 | $6,840-90.0% | $9,135-92.5% | $3,358-79.6% |
| Admin fee / account holder | $287 | $3,035-90.5% | $16,298-98.2% | $3,203-91.0% |