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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 | $8,376 | $48,011-82.6% | $63,803-86.9% | $82,637-89.9% |
| Participation rate | 52.0% | 66.6%-14.6pp | 72.7%-20.7pp | 68.1%-16.1pp |
| Annual return | 16.02% | 19.84%-3.8pp | 543.72%-527.7pp | 53.51%-37.5pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $639 | $2,846-77.6% | $3,843-83.4% | $4,126-84.5% |
| Admin fee / account holder | $53 | $3,873-98.6% | $5,196-99.0% | $7,339-99.3% |