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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 | $73,787-88.5% | $98,716-91.4% | $82,448-89.7% |
| Participation rate | 20.0% | 61.4%-41.4pp | 69.3%-49.3pp | 68.1%-48.1pp |
| Annual return | 20.99% | 18.57%+2.4pp | 31.81%-10.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $201 | $3,081-93.5% | $4,048-95.0% | $4,139-95.2% |
| Admin fee / account holder | $28 | $6,500-99.6% | $8,703-99.7% | $7,234-99.6% |