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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 | $3,636 | $46,599-92.2% | $64,101-94.3% | $75,173-95.2% |
| Participation rate | 14.1% | 65.9%-51.9pp | 72.3%-58.2pp | 67.2%-53.1pp |
| Annual return | 26.11% | 26.06%+0.1pp | 33.72%-7.6pp | 160.72%-134.6pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $394 | $2,837-86.1% | $3,881-89.8% | $4,126-90.4% |
| Admin fee / account holder | $242 | $2,956-91.8% | $3,070-92.1% | $5,651-95.7% |