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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 | $1,621 | $43,344-96.3% | $59,899-97.3% | $64,173-97.5% |
| Participation rate | 21.3% | 69.2%-47.8pp | 74.7%-53.4pp | 69.6%-48.2pp |
| Annual return | 4.88% | -1.55%+6.4pp | 3.46%+1.4pp | 7.63%-2.8pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $214 | $2,547-91.6% | $3,402-93.7% | $3,470-93.8% |
| Admin fee / account holder | $69 | $3,008-97.7% | $3,592-98.1% | $4,887-98.6% |