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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 | $2,438 | $48,011-94.9% | $63,803-96.2% | $82,637-97.0% |
| Participation rate | 46.4% | 66.6%-20.1pp | 72.7%-26.3pp | 68.1%-21.6pp |
| Annual return | 20.95% | 19.84%+1.1pp | 543.72%-522.8pp | 53.51%-32.6pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $352 | $2,846-87.6% | $3,843-90.9% | $4,126-91.5% |
| Admin fee / account holder | $3 | $3,873-99.9% | $5,196-99.9% | $7,339-100.0% |