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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 | $4,198 | $57,590-92.7% | $86,233-95.1% | $82,448-94.9% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.0%-19.0pp | 68.1%-18.1pp |
| Annual return | 18.79% | 22.41%-3.6pp | 61.39%-42.6pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $432 | $3,080-86.0% | $4,559-90.5% | $4,139-89.6% |
| Admin fee / account holder | $176 | $4,730-96.3% | $8,342-97.9% | $7,234-97.6% |