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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 | $2,451 | $59,440-95.9% | $78,004-96.9% | $82,637-97.0% |
| Participation rate | 21.5% | 62.8%-41.3pp | 69.4%-47.9pp | 68.1%-46.5pp |
| Annual return | 19.29% | 40.24%-21.0pp | 31.07%-11.8pp | 53.51%-34.2pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $90 | $3,138-97.1% | $4,092-97.8% | $4,126-97.8% |
| Admin fee / account holder | $209 | $5,504-96.2% | $7,578-97.2% | $7,339-97.2% |