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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 | $1,982 | $110,137-98.2% | $161,149-98.8% | $82,637-97.6% |
| Participation rate | 45.1% | 72.4%-27.3pp | 78.8%-33.7pp | 68.1%-23.0pp |
| Annual return | 26.00% | 20.69%+5.3pp | 21.16%+4.8pp | 53.51%-27.5pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $395 | $4,575-91.4% | $6,153-93.6% | $4,126-90.4% |
| Admin fee / account holder | $243 | $9,467-97.4% | $15,194-98.4% | $7,339-96.7% |