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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 | $8,177 | $72,486-88.7% | $87,103-90.6% | $72,976-88.8% |
| Participation rate | 10.7% | 72.8%-62.1pp | 76.9%-66.2pp | 69.5%-58.8pp |
| Annual return | 26.96% | 24.46%+2.5pp | 28.19%-1.2pp | 81.02%-54.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $138 | $3,270-95.8% | $4,049-96.6% | $3,608-96.2% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |