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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 | $2,240 | $81,487-97.3% | $102,412-97.8% | $80,935-97.2% |
| Participation rate | 58.3% | 66.8%-8.5pp | 74.5%-16.2pp | 67.7%-9.3pp |
| Annual return | 12.53% | 25.60%-13.1pp | 24.94%-12.4pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $768 | $3,871-80.2% | $5,060-84.8% | $4,299-82.1% |
| Admin fee / account holder | $199 | $6,717-97.0% | $8,388-97.6% | $6,924-97.1% |