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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 | $1,794 | $103,024-98.3% | $112,040-98.4% | $79,634-97.7% |
| Participation rate | 18.2% | 80.6%-62.4pp | 76.5%-58.3pp | 62.5%-44.3pp |
| Annual return | 19.64% | 17.60%+2.0pp | 24.52%-4.9pp | 36.46%-16.8pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $2,954-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $99 | $5,233-98.1% | $5,098-98.1% | $3,835-97.4% |
| Admin fee / account holder | $4 | $465-99.1% | $12,098-100.0% | $1,002-99.6% |