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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 | $2,638 | $51,222-94.8% | $70,544-96.3% | $75,173-96.5% |
| Participation rate | 26.9% | 61.0%-34.0pp | 68.4%-41.4pp | 67.2%-40.3pp |
| Annual return | 25.39% | 30.06%-4.7pp | 32.79%-7.4pp | 160.72%-135.3pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,976-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $305 | $2,850-89.3% | $4,568-93.3% | $4,126-92.6% |
| Admin fee / account holder | $3 | $4,096-99.9% | $6,427-100.0% | $5,651-99.9% |