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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 | $77,574-89.1% | $108,753-92.2% | $86,983-90.3% |
| Participation rate | 20.0% | 62.3%-42.3pp | 71.1%-51.1pp | 69.5%-49.5pp |
| Annual return | 20.99% | 18.42%+2.6pp | 37.47%-16.5pp | 25.83%-4.8pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $201 | $3,128-93.6% | $4,115-95.1% | $4,194-95.2% |
| Admin fee / account holder | $28 | $6,529-99.6% | $10,320-99.7% | $7,856-99.6% |