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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 | $2,378 | $51,222-95.4% | $70,544-96.6% | $75,173-96.8% |
| Participation rate | 8.3% | 61.0%-52.6pp | 68.4%-60.0pp | 67.2%-58.9pp |
| Annual return | 16.53% | 30.06%-13.5pp | 32.79%-16.3pp | 160.72%-144.2pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $200 | $2,850-93.0% | $4,568-95.6% | $4,126-95.2% |
| Admin fee / account holder | $254 | $4,096-93.8% | $6,427-96.1% | $5,651-95.5% |