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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 | $1,580 | $108,825-98.5% | $156,181-99.0% | $82,448-98.1% |
| Participation rate | 20.5% | 72.4%-51.9pp | 78.8%-58.3pp | 68.1%-47.6pp |
| Annual return | 20.78% | 20.59%+0.2pp | 64.87%-44.1pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $45 | $4,577-99.0% | $6,132-99.3% | $4,139-98.9% |
| Admin fee / account holder | $6 | $9,341-99.9% | $14,586-100.0% | $7,234-99.9% |