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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 | $1,127 | $95,453-98.8% | $112,040-99.0% | $82,448-98.6% |
| Participation rate | 67.6% | 72.8%-5.1pp | 76.5%-8.8pp | 68.1%-0.4pp |
| Annual return | 24.71% | 23.92%+0.8pp | 24.52%+0.2pp | 41.64%-16.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $401 | $4,224-90.5% | $5,098-92.1% | $4,139-90.3% |
| Admin fee / account holder | $114 | $9,013-98.7% | $12,098-99.1% | $7,234-98.4% |