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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 | $7,123 | $81,331-91.2% | $155,534-95.4% | $80,935-91.2% |
| Participation rate | 13.6% | 66.3%-52.7pp | 78.2%-64.7pp | 67.7%-54.1pp |
| Annual return | 17.55% | 33.37%-15.8pp | 64.92%-47.4pp | 35.66%-18.1pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $329 | $3,454-90.5% | $5,630-94.1% | $4,299-92.3% |
| Admin fee / account holder | $23 | $7,999-99.7% | $15,900-99.9% | $6,924-99.7% |