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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 | $7,408 | $48,337-84.7% | $67,560-89.0% | $80,959-90.8% |
| Participation rate | 51.2% | 66.4%-15.2pp | 72.9%-21.7pp | 67.7%-16.4pp |
| Annual return | 14.79% | 18.26%-3.5pp | 3533.50%-3518.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $736 | $2,928-74.9% | $4,004-81.6% | $4,300-82.9% |
| Admin fee / account holder | $83 | $3,695-97.8% | $3,994-97.9% | $6,925-98.8% |