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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 | $2,871 | $77,896-96.3% | $134,172-97.9% | $82,448-96.5% |
| Participation rate | 37.2% | 62.8%-25.6pp | 72.5%-35.2pp | 68.1%-30.8pp |
| Annual return | 25.41% | 18.21%+7.2pp | 25.30%+0.1pp | 41.64%-16.2pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $456 | $3,162-85.6% | $4,690-90.3% | $4,139-89.0% |
| Admin fee / account holder | $22 | $6,336-99.7% | $12,016-99.8% | $7,234-99.7% |