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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 | $1,798 | $48,011-96.3% | $63,803-97.2% | $82,637-97.8% |
| Participation rate | 32.0% | 66.6%-34.6pp | 72.7%-40.7pp | 68.1%-36.1pp |
| Annual return | 20.50% | 19.84%+0.7pp | 543.72%-523.2pp | 53.51%-33.0pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $749 | $2,846-73.7% | $3,843-80.5% | $4,126-81.9% |
| Admin fee / account holder | $88 | $3,873-97.7% | $5,196-98.3% | $7,339-98.8% |