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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 | $1,109 | $55,932-98.0% | $76,735-98.6% | $67,986-98.4% |
| Participation rate | 43.0% | 50.8%-7.8pp | 69.5%-26.5pp | 57.2%-14.2pp |
| Annual return | 13.48% | 23.10%-9.6pp | 29.77%-16.3pp | 31.67%-18.2pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $43 | $2,558-98.3% | $4,088-98.9% | $3,358-98.7% |
| Admin fee / account holder | $159 | $4,907-96.7% | $7,189-97.8% | $3,203-95.0% |