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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 | $3,272 | $65,027-95.0% | $90,970-96.4% | $79,852-95.9% |
| Participation rate | 15.2% | 61.6%-46.5pp | 69.0%-53.9pp | 69.6%-54.5pp |
| Annual return | 22.51% | 30.45%-7.9pp | 134.58%-112.1pp | 31.72%-9.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $301 | $2,512-88.0% | $3,373-91.1% | $3,740-92.0% |
| Admin fee / account holder | $56 | $4,535-98.8% | $5,960-99.1% | $5,306-98.9% |