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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 | $8,452 | $74,535-88.7% | $100,712-91.6% | $82,637-89.8% |
| Participation rate | 20.0% | 61.2%-41.2pp | 69.3%-49.3pp | 68.1%-48.1pp |
| Annual return | 20.99% | 18.92%+2.1pp | 33.27%-12.3pp | 53.51%-32.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $201 | $3,074-93.5% | $4,085-95.1% | $4,126-95.1% |
| Admin fee / account holder | $28 | $6,576-99.6% | $9,256-99.7% | $7,339-99.6% |