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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 | $1,611 | $81,403-98.0% | $147,027-98.9% | $87,485-98.2% |
| Participation rate | 56.3% | 63.4%-7.2pp | 73.7%-17.5pp | 68.9%-12.7pp |
| Annual return | 15.63% | 16.51%-0.9pp | 20.23%-4.6pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $2,205-100.0% | $3,626-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $389 | $3,315-88.3% | $4,933-92.1% | $4,274-90.9% |
| Admin fee / account holder | $11 | $6,755-99.8% | $12,223-99.9% | $7,775-99.9% |