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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 | $4,056 | $57,590-93.0% | $86,233-95.3% | $82,448-95.1% |
| Participation rate | 34.8% | 57.9%-23.0pp | 69.0%-34.2pp | 68.1%-33.2pp |
| Annual return | 20.37% | 22.41%-2.0pp | 61.39%-41.0pp | 41.64%-21.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $644 | $3,080-79.1% | $4,559-85.9% | $4,139-84.4% |
| Admin fee / account holder | $230 | $4,730-95.1% | $8,342-97.2% | $7,234-96.8% |