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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 | $3,328 | $68,878-95.2% | $120,574-97.2% | $80,935-95.9% |
| Participation rate | 53.8% | 61.7%-7.9pp | 71.9%-18.2pp | 67.7%-13.9pp |
| Annual return | 12.33% | 23.67%-11.3pp | 107.42%-95.1pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $2,065-100.0% | $3,471-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $499 | $3,189-84.4% | $4,996-90.0% | $4,299-88.4% |
| Admin fee / account holder | $287 | $5,782-95.0% | $9,445-97.0% | $6,924-95.8% |