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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 | $1,229 | $71,230-98.3% | $93,727-98.7% | $80,959-98.5% |
| Participation rate | 57.7% | 60.4%-2.7pp | 68.7%-11.0pp | 67.7%-10.0pp |
| Annual return | 13.61% | 11.26%+2.4pp | 133.83%-120.2pp | 35.67%-22.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $342 | $4,037-91.5% | $4,417-92.3% | $4,300-92.0% |
| Admin fee / account holder | $16 | $6,961-99.8% | $8,292-99.8% | $6,925-99.8% |