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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 | $1,324 | $78,520-98.3% | $96,576-98.6% | $82,448-98.4% |
| Participation rate | 63.0% | 77.7%-14.7pp | 81.4%-18.4pp | 68.1%-5.0pp |
| Annual return | 21.19% | 41.30%-20.1pp | 38.47%-17.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $565 | $6,754-91.6% | $7,956-92.9% | $4,139-86.4% |
| Admin fee / account holder | $215 | $13,455-98.4% | $11,381-98.1% | $7,234-97.0% |