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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 | $13,063 | $124,980-89.5% | $108,359-87.9% | $154,746-91.6% |
| Participation rate | 36.4% | 75.2%-38.8pp | 70.1%-33.8pp | 80.7%-44.3pp |
| Annual return | 15.30% | 45.00%-29.7pp | 36.89%-21.6pp | 172.34%-157.0pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $625 | $4,743-86.8% | $4,137-84.9% | $6,730-90.7% |
| Admin fee / account holder | $256 | $11,502-97.8% | $9,741-97.4% | $14,365-98.2% |