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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 | $76,834-97.4% | $108,359-98.1% | $87,485-97.7% |
| Participation rate | 60.7% | 61.7%-1.0pp | 70.1%-9.4pp | 68.9%-8.2pp |
| Annual return | 42.63% | 19.09%+23.5pp | 36.89%+5.7pp | 26.06%+16.6pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $888 | $3,100-71.4% | $4,137-78.5% | $4,274-79.2% |
| Admin fee / account holder | $67 | $6,537-99.0% | $9,741-99.3% | $7,775-99.1% |