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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 | $3,888 | $54,541-92.9% | $78,778-95.1% | $70,126-94.5% |
| Participation rate | 39.5% | 60.8%-21.3pp | 69.2%-29.7pp | 69.5%-30.1pp |
| Annual return | 26.04% | 21.07%+5.0pp | 35.62%-9.6pp | 73.15%-47.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $786 | $2,210-64.5% | $2,958-73.4% | $3,332-76.4% |
| Admin fee / account holder | $173 | $3,709-95.3% | $5,134-96.6% | $4,645-96.3% |