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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 | $5,012 | $56,544-91.1% | $75,501-93.4% | $70,126-92.9% |
| Participation rate | 16.3% | 68.1%-51.8pp | 72.4%-56.1pp | 69.5%-53.3pp |
| Annual return | 13.32% | 23.59%-10.3pp | 27.35%-14.0pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $291 | $2,580-88.7% | $3,142-90.8% | $3,332-91.3% |
| Admin fee / account holder | $165 | $3,827-95.7% | $5,801-97.2% | $4,645-96.5% |