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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 | $1,355 | $36,140-96.3% | $73,658-98.2% | $64,340-97.9% |
| Participation rate | 9.4% | 31.0%-21.6pp | 57.0%-47.6pp | 55.2%-45.9pp |
| Annual return | 26.61% | 21.48%+5.1pp | 29.72%-3.1pp | 24.14%+2.5pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $86 | $1,023-91.6% | $2,062-95.8% | $2,980-97.1% |
| Admin fee / account holder | $29 | $2,513-98.8% | $3,357-99.1% | $3,703-99.2% |