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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 | $1,108 | $29,051-96.2% | $52,425-97.9% | $67,986-98.4% |
| Participation rate | 31.8% | 30.4%+1.4pp | 55.6%-23.8pp | 57.2%-25.4pp |
| Annual return | 23.56% | 24.00%-0.4pp | 302.12%-278.6pp | 31.67%-8.1pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $133 | $873-84.8% | $1,790-92.6% | $3,358-96.0% |
| Admin fee / account holder | $197 | $2,113-90.7% | $2,495-92.1% | $3,203-93.9% |