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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 | $1,275 | $95,453-98.7% | $112,040-98.9% | $82,448-98.5% |
| Participation rate | 37.0% | 72.8%-35.7pp | 76.5%-39.5pp | 68.1%-31.0pp |
| Annual return | 20.00% | 23.92%-3.9pp | 24.52%-4.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $160 | $4,224-96.2% | $5,098-96.9% | $4,139-96.1% |
| Admin fee / account holder | $87 | $9,013-99.0% | $12,098-99.3% | $7,234-98.8% |