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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 | $2,942 | $63,355-95.4% | $91,994-96.8% | $72,983-96.0% |
| Participation rate | 55.4% | 72.5%-17.1pp | 78.6%-23.2pp | 69.5%-14.1pp |
| Annual return | 26.27% | 35.35%-9.1pp | 69.03%-42.8pp | 81.01%-54.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $446 | $4,883-90.9% | $5,923-92.5% | $3,608-87.7% |
| Admin fee / account holder | $164 | $4,668-96.5% | $7,743-97.9% | $5,124-96.8% |