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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 | $1,131 | $45,626-97.5% | $94,105-98.8% | $64,097-98.2% |
| Participation rate | 30.2% | 48.0%-17.8pp | 71.9%-41.7pp | 55.2%-25.0pp |
| Annual return | 25.48% | 28.23%-2.8pp | 204.55%-179.1pp | 34.64%-9.2pp |
| Employer contribution / active EE | $0 | $1,171-100.0% | $2,504-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $188 | $2,128-91.2% | $3,881-95.2% | $3,080-93.9% |
| Admin fee / account holder | $97 | $2,872-96.6% | $6,199-98.4% | $3,454-97.2% |