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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 | $2,004 | $86,940-97.7% | $102,434-98.0% | $80,935-97.5% |
| Participation rate | 28.2% | 72.4%-44.2pp | 76.5%-48.3pp | 67.7%-39.5pp |
| Annual return | 16.90% | 18.89%-2.0pp | 29.46%-12.6pp | 35.66%-18.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $204 | $4,121-95.1% | $5,055-96.0% | $4,299-95.3% |
| Admin fee / account holder | $107 | $8,047-98.7% | $9,462-98.9% | $6,924-98.4% |