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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 | $2,132 | $71,197-97.0% | $93,669-97.7% | $80,925-97.4% |
| Participation rate | 43.3% | 60.4%-17.1pp | 68.7%-25.4pp | 67.7%-24.3pp |
| Annual return | 13.66% | 11.27%+2.4pp | 133.59%-119.9pp | 35.65%-22.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $469 | $4,036-88.4% | $4,416-89.4% | $4,299-89.1% |
| Admin fee / account holder | $175 | $6,959-97.5% | $8,291-97.9% | $6,940-97.5% |