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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 | $2,771 | $81,276-96.6% | $155,574-98.2% | $80,925-96.6% |
| Participation rate | 48.7% | 66.2%-17.5pp | 78.2%-29.5pp | 67.7%-18.9pp |
| Annual return | 12.51% | 33.36%-20.8pp | 64.87%-52.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $359 | $3,453-89.6% | $5,629-93.6% | $4,299-91.7% |
| Admin fee / account holder | $280 | $7,993-96.5% | $15,914-98.2% | $6,940-96.0% |