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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 | $7,791 | $108,825-92.8% | $156,181-95.0% | $82,448-90.6% |
| Participation rate | 24.4% | 72.4%-48.0pp | 78.8%-54.4pp | 68.1%-43.7pp |
| Annual return | 15.08% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $599 | $4,577-86.9% | $6,132-90.2% | $4,139-85.5% |
| Admin fee / account holder | $140 | $9,341-98.5% | $14,586-99.0% | $7,234-98.1% |