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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 | $3,900 | $72,607-94.6% | $90,259-95.7% | $87,485-95.5% |
| Participation rate | 46.1% | 64.8%-18.8pp | 70.7%-24.7pp | 68.9%-22.9pp |
| Annual return | 20.23% | 18.59%+1.6pp | 18.88%+1.4pp | 26.06%-5.8pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $359 | $3,055-88.2% | $3,827-90.6% | $4,274-91.6% |
| Admin fee / account holder | $232 | $5,947-96.1% | $7,267-96.8% | $7,775-97.0% |