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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 | $1,659 | $58,512-97.2% | $84,020-98.0% | $72,983-97.7% |
| Participation rate | 20.0% | 61.2%-41.2pp | 69.0%-49.0pp | 69.5%-49.5pp |
| Annual return | 41.45% | 28.93%+12.5pp | 71.31%-29.9pp | 81.01%-39.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $253 | $2,394-89.4% | $3,239-92.2% | $3,608-93.0% |
| Admin fee / account holder | $5 | $4,569-99.9% | $6,101-99.9% | $5,124-99.9% |