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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 | $12,329 | $47,944-74.3% | $67,834-81.8% | $62,881-80.4% |
| Participation rate | 42.3% | 61.1%-18.8pp | 68.8%-26.5pp | 69.3%-27.0pp |
| Annual return | 7.24% | 11.77%-4.5pp | 138.47%-131.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $510 | $2,247-77.3% | $3,160-83.9% | $3,203-84.1% |
| Admin fee / account holder | $82 | $3,712-97.8% | $4,622-98.2% | $4,296-98.1% |