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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 | $6,575 | $42,910-84.7% | $60,919-89.2% | $68,490-90.4% |
| Participation rate | 17.6% | 66.8%-49.1pp | 73.1%-55.5pp | 67.9%-50.2pp |
| Annual return | 26.69% | -13.99%+40.7pp | 16.96%+9.7pp | -7.85%+34.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $186 | $2,866-93.5% | $3,814-95.1% | $4,028-95.4% |
| Admin fee / account holder | $225 | $3,104-92.7% | $3,228-93.0% | $5,403-95.8% |