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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 | $2,143 | $48,364-95.6% | $71,796-97.0% | $62,881-96.6% |
| Participation rate | 31.4% | 60.6%-29.3pp | 69.1%-37.7pp | 69.3%-37.9pp |
| Annual return | 19.23% | 13.16%+6.1pp | 78.04%-58.8pp | 20.14%-0.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $539 | $2,091-74.2% | $2,794-80.7% | $3,203-83.2% |
| Admin fee / account holder | $53 | $3,771-98.6% | $4,815-98.9% | $4,296-98.8% |