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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 | $13,771 | $64,010-78.5% | $108,359-87.3% | $64,340-78.6% |
| Participation rate | 7.3% | 49.4%-42.1pp | 70.1%-62.8pp | 55.2%-47.9pp |
| Annual return | 20.51% | 19.74%+0.8pp | 36.89%-16.4pp | 24.14%-3.6pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $108 | $2,395-95.5% | $4,137-97.4% | $2,980-96.4% |
| Admin fee / account holder | $76 | $4,885-98.5% | $9,741-99.2% | $3,703-98.0% |