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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 | $8,782 | $76,669-88.5% | $96,520-90.9% | $71,495-87.7% |
| Participation rate | 32.7% | 66.6%-33.9pp | 74.3%-41.7pp | 67.9%-35.3pp |
| Annual return | 20.93% | 48.29%-27.4pp | 35.72%-14.8pp | 28.85%-7.9pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,739-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $854 | $3,771-77.4% | $4,879-82.5% | $4,291-80.1% |
| Admin fee / account holder | $66 | $2,028-96.8% | $6,733-99.0% | $1,588-95.9% |