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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 | $2,058 | $86,949-97.6% | $102,460-98.0% | $80,959-97.5% |
| Participation rate | 48.1% | 72.4%-24.2pp | 76.5%-28.4pp | 67.7%-19.5pp |
| Annual return | 13.38% | 18.89%-5.5pp | 29.47%-16.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $606 | $4,121-85.3% | $5,056-88.0% | $4,300-85.9% |
| Admin fee / account holder | $86 | $8,048-98.9% | $9,460-99.1% | $6,925-98.8% |