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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 | $7,517 | $58,512-87.2% | $84,020-91.1% | $72,983-89.7% |
| Participation rate | 12.6% | 61.2%-48.6pp | 69.0%-56.4pp | 69.5%-56.9pp |
| Annual return | 20.25% | 28.93%-8.7pp | 71.31%-51.1pp | 81.01%-60.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $498 | $2,394-79.2% | $3,239-84.6% | $3,608-86.2% |
| Admin fee / account holder | $209 | $4,569-95.4% | $6,101-96.6% | $5,124-95.9% |