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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 | $1,660 | $45,872-96.4% | $77,081-97.8% | $68,495-97.6% |
| Participation rate | 42.9% | 55.9%-13.1pp | 67.9%-25.1pp | 67.9%-25.0pp |
| Annual return | 56.47% | 1.73%+54.7pp | 42.33%+14.1pp | -7.84%+64.3pp |
| Employer contribution / active EE | $403 | $1,650-75.5% | $2,813-85.7% | $2,596-84.5% |
| Participant deferral / active EE | $666 | $2,963-77.5% | $4,428-85.0% | $4,028-83.5% |
| Admin fee / account holder | $123 | $3,041-95.9% | $5,427-97.7% | $5,403-97.7% |