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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 | $3,365 | $57,590-94.2% | $86,233-96.1% | $82,448-95.9% |
| Participation rate | 40.0% | 57.9%-17.9pp | 69.0%-29.0pp | 68.1%-28.1pp |
| Annual return | 14.67% | 22.41%-7.7pp | 61.39%-46.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $445 | $3,080-85.6% | $4,559-90.2% | $4,139-89.3% |
| Admin fee / account holder | $135 | $4,730-97.1% | $8,342-98.4% | $7,234-98.1% |