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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 | $2,073 | $76,407-97.3% | $150,298-98.6% | $82,448-97.5% |
| Participation rate | 49.2% | 66.4%-17.2pp | 77.8%-28.6pp | 68.1%-18.9pp |
| Annual return | 24.80% | 39.99%-15.2pp | 62.79%-38.0pp | 41.64%-16.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $803 | $3,214-75.0% | $5,453-85.3% | $4,139-80.6% |
| Admin fee / account holder | $164 | $6,352-97.4% | $14,116-98.8% | $7,234-97.7% |