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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 | $3,689 | $71,197-94.8% | $93,669-96.1% | $80,925-95.4% |
| Participation rate | 69.7% | 60.4%+9.3pp | 68.7%+1.0pp | 67.7%+2.0pp |
| Annual return | 15.88% | 11.27%+4.6pp | 133.59%-117.7pp | 35.65%-19.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $898 | $4,036-77.7% | $4,416-79.7% | $4,299-79.1% |
| Admin fee / account holder | $191 | $6,959-97.3% | $8,291-97.7% | $6,940-97.3% |