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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 | $2,734 | $46,877-94.2% | $122,354-97.8% | $70,126-96.1% |
| Participation rate | 10.3% | 58.2%-47.9pp | 71.6%-61.3pp | 69.5%-59.2pp |
| Annual return | 28.78% | 24.22%+4.6pp | 30.28%-1.5pp | 73.15%-44.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $200 | $2,167-90.8% | $3,287-93.9% | $3,332-94.0% |
| Admin fee / account holder | $0 | $3,324-100.0% | $5,479-100.0% | $4,645-100.0% |