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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 | $3,580 | $48,078-92.6% | $78,676-95.4% | $62,881-94.3% |
| Participation rate | 20.0% | 65.2%-45.2pp | 73.6%-53.6pp | 69.3%-49.3pp |
| Annual return | 11.03% | 31.36%-20.3pp | 62.19%-51.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $490 | $2,587-81.1% | $3,517-86.1% | $3,203-84.7% |
| Admin fee / account holder | $116 | $3,206-96.4% | $4,510-97.4% | $4,296-97.3% |