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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 | $2,089 | $64,920-96.8% | $103,693-98.0% | $86,983-97.6% |
| Participation rate | 52.2% | 63.6%-11.4pp | 72.6%-20.5pp | 69.5%-17.4pp |
| Annual return | 23.55% | 30.29%-6.7pp | 47.61%-24.1pp | 25.83%-2.3pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $516 | $3,241-84.1% | $4,579-88.7% | $4,194-87.7% |
| Admin fee / account holder | $114 | $6,191-98.2% | $7,858-98.5% | $7,856-98.5% |