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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 | $99,442-98.2% | $113,397-98.4% | $71,012-97.5% |
| Participation rate | 18.2% | 78.9%-60.8pp | 76.5%-58.3pp | 58.6%-40.4pp |
| Annual return | 19.64% | 17.93%+1.7pp | 23.20%-3.6pp | 37.67%-18.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,977-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $99 | $4,915-98.0% | $5,076-98.1% | $3,246-97.0% |
| Admin fee / account holder | $4 | $535-99.2% | $11,957-100.0% | $1,167-99.6% |