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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 | $1,454 | $29,051-95.0% | $52,425-97.2% | $67,986-97.9% |
| Participation rate | 31.9% | 30.4%+1.4pp | 55.6%-23.7pp | 57.2%-25.3pp |
| Annual return | 20.08% | 24.00%-3.9pp | 302.12%-282.0pp | 31.67%-11.6pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $163 | $873-81.3% | $1,790-90.9% | $3,358-95.1% |
| Admin fee / account holder | $258 | $2,113-87.8% | $2,495-89.7% | $3,203-92.0% |