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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 | $4,029 | $36,140-88.9% | $73,658-94.5% | $64,340-93.7% |
| Participation rate | 5.5% | 31.0%-25.5pp | 57.0%-51.6pp | 55.2%-49.8pp |
| Annual return | 16.86% | 21.48%-4.6pp | 29.72%-12.9pp | 24.14%-7.3pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $85 | $1,023-91.7% | $2,062-95.9% | $2,980-97.1% |
| Admin fee / account holder | $251 | $2,513-90.0% | $3,357-92.5% | $3,703-93.2% |