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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 | $1,502 | $57,541-97.4% | $95,759-98.4% | $75,177-98.0% |
| Participation rate | 34.5% | 62.5%-28.0pp | 72.3%-37.8pp | 67.2%-32.7pp |
| Annual return | 18.07% | 34.93%-16.9pp | 28.42%-10.3pp | 160.75%-142.7pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $265 | $3,074-91.4% | $4,244-93.8% | $4,126-93.6% |
| Admin fee / account holder | $24 | $4,099-99.4% | $5,678-99.6% | $5,651-99.6% |