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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 | $1,884 | $74,535-97.5% | $100,712-98.1% | $82,637-97.7% |
| Participation rate | 50.0% | 61.2%-11.2pp | 69.3%-19.3pp | 68.1%-18.1pp |
| Annual return | 28.13% | 18.92%+9.2pp | 33.27%-5.1pp | 53.51%-25.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $228 | $3,074-92.6% | $4,085-94.4% | $4,126-94.5% |
| Admin fee / account holder | $0 | $6,576-100.0% | $9,256-100.0% | $7,339-100.0% |