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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 | $1,471 | $78,015-98.1% | $178,505-99.2% | $80,959-98.2% |
| Participation rate | 54.1% | 65.7%-11.6pp | 77.1%-23.0pp | 67.7%-13.6pp |
| Annual return | 16.88% | 18.10%-1.2pp | 27.16%-10.3pp | 35.67%-18.8pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $513 | $4,406-88.4% | $6,280-91.8% | $4,300-88.1% |
| Admin fee / account holder | $106 | $7,160-98.5% | $10,428-99.0% | $6,925-98.5% |