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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 | $2,799 | $87,166-96.8% | $76,735-96.4% | $137,256-98.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 14.92% | 26.50%-11.6pp | 29.77%-14.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $922 | $4,726-80.5% | $4,088-77.4% | $6,407-85.6% |
| Admin fee / account holder | $300 | $8,403-96.4% | $7,189-95.8% | $12,270-97.6% |