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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 | $2,423 | $46,599-94.8% | $64,101-96.2% | $75,173-96.8% |
| Participation rate | 14.3% | 65.9%-51.7pp | 72.3%-58.0pp | 67.2%-52.9pp |
| Annual return | 26.39% | 26.06%+0.3pp | 33.72%-7.3pp | 160.72%-134.3pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $215 | $2,837-92.4% | $3,881-94.5% | $4,126-94.8% |
| Admin fee / account holder | $11 | $2,956-99.6% | $3,070-99.7% | $5,651-99.8% |