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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 | $2,590 | $57,140-95.5% | $85,240-97.0% | $80,959-96.8% |
| Participation rate | 22.6% | 56.4%-33.8pp | 67.5%-44.9pp | 67.7%-45.0pp |
| Annual return | 13.70% | 21.71%-8.0pp | 66.75%-53.1pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $235 | $3,115-92.5% | $4,527-94.8% | $4,300-94.5% |
| Admin fee / account holder | $31 | $4,992-99.4% | $6,165-99.5% | $6,925-99.6% |