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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 | $2,744 | $58,627-95.3% | $76,735-96.4% | $82,448-96.7% |
| Participation rate | 31.3% | 63.2%-32.0pp | 69.5%-38.2pp | 68.1%-36.8pp |
| Annual return | 15.16% | 39.10%-23.9pp | 29.77%-14.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $204 | $3,134-93.5% | $4,088-95.0% | $4,139-95.1% |
| Admin fee / account holder | $0 | $5,323-100.0% | $7,189-100.0% | $7,234-100.0% |