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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 | $2,009 | $74,535-97.3% | $100,712-98.0% | $82,637-97.6% |
| Participation rate | 60.7% | 61.2%-0.5pp | 69.3%-8.6pp | 68.1%-7.3pp |
| Annual return | 42.63% | 18.92%+23.7pp | 33.27%+9.4pp | 53.51%-10.9pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $888 | $3,074-71.1% | $4,085-78.3% | $4,126-78.5% |
| Admin fee / account holder | $67 | $6,576-99.0% | $9,256-99.3% | $7,339-99.1% |