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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 | $1,493 | $51,202-97.1% | $70,548-97.9% | $75,181-98.0% |
| Participation rate | 33.7% | 61.0%-27.3pp | 68.3%-34.7pp | 67.2%-33.5pp |
| Annual return | 16.58% | 30.05%-13.5pp | 32.78%-16.2pp | 160.69%-144.1pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $535 | $2,850-81.2% | $4,567-88.3% | $4,126-87.0% |
| Admin fee / account holder | $215 | $4,094-94.7% | $6,424-96.6% | $5,650-96.2% |