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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 | $2,752 | $43,075-93.6% | $74,577-96.3% | $62,881-95.6% |
| Participation rate | 17.6% | 58.1%-40.4pp | 68.1%-50.5pp | 69.3%-51.7pp |
| Annual return | 13.45% | 17.50%-4.1pp | 20.47%-7.0pp | 20.14%-6.7pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $301 | $2,389-87.4% | $3,458-91.3% | $3,203-90.6% |
| Admin fee / account holder | $0 | $2,840-100.0% | $4,138-100.0% | $4,296-100.0% |