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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 | $1,207 | $41,016-97.1% | $152,093-99.2% | $64,097-98.1% |
| Participation rate | 45.0% | 51.3%-6.3pp | 77.8%-32.7pp | 55.2%-10.2pp |
| Annual return | 12.57% | 39.60%-27.0pp | 66.36%-53.8pp | 34.64%-22.1pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $200 | $1,927-89.6% | $5,451-96.3% | $3,080-93.5% |
| Admin fee / account holder | $184 | $2,305-92.0% | $14,497-98.7% | $3,454-94.7% |