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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 | $1,278 | $58,523-97.8% | $99,479-98.7% | $72,976-98.2% |
| Participation rate | 29.0% | 64.6%-35.6pp | 73.8%-44.8pp | 69.5%-40.5pp |
| Annual return | 36.49% | 28.51%+8.0pp | 30.72%+5.8pp | 81.02%-44.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $365 | $2,606-86.0% | $3,619-89.9% | $3,608-89.9% |
| Admin fee / account holder | $8 | $4,102-99.8% | $6,253-99.9% | $5,124-99.8% |