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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 | $1,695 | $57,057-97.0% | $85,009-98.0% | $80,874-97.9% |
| Participation rate | 50.0% | 56.4%-6.4pp | 67.5%-17.5pp | 67.6%-17.6pp |
| Annual return | 10.88% | 21.66%-10.8pp | 66.47%-55.6pp | 35.62%-24.7pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $664 | $3,112-78.7% | $4,522-85.3% | $4,297-84.6% |
| Admin fee / account holder | $201 | $4,986-96.0% | $6,153-96.7% | $6,935-97.1% |