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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 | $2,481 | $37,446-93.4% | $77,552-96.8% | $79,856-96.9% |
| Participation rate | 29.3% | 41.5%-12.2pp | 54.2%-24.9pp | 69.6%-40.3pp |
| Annual return | 19.64% | 39.76%-20.1pp | 54.82%-35.2pp | 31.71%-12.1pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $196 | $1,261-84.5% | $1,861-89.5% | $3,741-94.8% |
| Admin fee / account holder | $229 | $2,506-90.9% | $2,859-92.0% | $5,306-95.7% |