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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 | $7,633 | $47,848-84.0% | $81,473-90.6% | $70,126-89.1% |
| Participation rate | 14.5% | 58.3%-43.8pp | 68.0%-53.5pp | 69.5%-55.0pp |
| Annual return | 26.62% | 27.25%-0.6pp | 38.78%-12.2pp | 73.15%-46.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $524 | $2,453-78.7% | $3,537-85.2% | $3,332-84.3% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |