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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 | $3,326 | $75,541-95.6% | $152,093-97.8% | $82,637-96.0% |
| Participation rate | 65.5% | 66.5%-1.0pp | 77.8%-12.2pp | 68.1%-2.5pp |
| Annual return | 18.62% | 32.56%-13.9pp | 66.36%-47.7pp | 53.51%-34.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $362 | $3,206-88.7% | $5,451-93.4% | $4,126-91.2% |
| Admin fee / account holder | $248 | $6,405-96.1% | $14,497-98.3% | $7,339-96.6% |