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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 | $3,318 | $61,605-94.6% | $112,273-97.0% | $75,173-95.6% |
| Participation rate | 36.1% | 61.7%-25.6pp | 72.4%-36.3pp | 67.2%-31.1pp |
| Annual return | 30.67% | 28.47%+2.2pp | 30.23%+0.4pp | 160.72%-130.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $828 | $3,108-73.3% | $4,800-82.7% | $4,126-79.9% |
| Admin fee / account holder | $71 | $4,862-98.5% | $7,752-99.1% | $5,651-98.8% |