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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 | $2,511 | $86,919-97.1% | $102,457-97.5% | $80,911-96.9% |
| Participation rate | 22.2% | 72.4%-50.2pp | 76.5%-54.3pp | 67.6%-45.4pp |
| Annual return | 14.28% | 18.90%-4.6pp | 29.41%-15.1pp | 35.63%-21.3pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $478 | $4,119-88.4% | $5,054-90.5% | $4,297-88.9% |
| Admin fee / account holder | $250 | $8,049-96.9% | $9,451-97.4% | $6,935-96.4% |