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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 | $2,194 | $43,496-95.0% | $161,489-98.6% | $64,340-96.6% |
| Participation rate | 58.9% | 53.5%+5.3pp | 78.7%-19.8pp | 55.2%+3.6pp |
| Annual return | 24.09% | 20.76%+3.3pp | 89.72%-65.6pp | 24.14%-0.1pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $605 | $1,996-69.7% | $5,630-89.3% | $2,980-79.7% |
| Admin fee / account holder | $141 | $2,330-94.0% | $16,006-99.1% | $3,703-96.2% |