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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 | $1,413 | $106,749-98.7% | $145,433-99.0% | $82,448-98.3% |
| Participation rate | 47.8% | 75.6%-27.8pp | 82.1%-34.3pp | 68.1%-20.2pp |
| Annual return | 15.83% | 27.59%-11.8pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $297 | $6,519-95.4% | $7,897-96.2% | $4,139-92.8% |
| Admin fee / account holder | $112 | $8,390-98.7% | $13,129-99.1% | $7,234-98.5% |