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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 | $3,080 | $57,140-94.6% | $85,240-96.4% | $80,959-96.2% |
| Participation rate | 49.2% | 56.4%-7.2pp | 67.5%-18.3pp | 67.7%-18.5pp |
| Annual return | 12.18% | 21.71%-9.5pp | 66.75%-54.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $514 | $3,115-83.5% | $4,527-88.6% | $4,300-88.1% |
| Admin fee / account holder | $119 | $4,992-97.6% | $6,165-98.1% | $6,925-98.3% |