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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 | $3,315 | $72,272-95.4% | $101,264-96.7% | $79,858-95.8% |
| Participation rate | 24.0% | 68.5%-44.5pp | 75.8%-51.8pp | 69.6%-45.6pp |
| Annual return | 11.99% | 22.30%-10.3pp | 46.48%-34.5pp | 31.72%-19.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $624 | $3,282-81.0% | $4,370-85.7% | $3,740-83.3% |
| Admin fee / account holder | $232 | $4,401-94.7% | $5,947-96.1% | $5,306-95.6% |