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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 | $8,261 | $78,690-89.5% | $161,489-94.9% | $87,485-90.6% |
| Participation rate | 5.0% | 67.5%-62.5pp | 78.7%-73.7pp | 68.9%-63.9pp |
| Annual return | 35.76% | 32.74%+3.0pp | 89.72%-54.0pp | 26.06%+9.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $276 | $3,311-91.7% | $5,630-95.1% | $4,274-93.6% |
| Admin fee / account holder | $8 | $6,724-99.9% | $16,006-99.9% | $7,775-99.9% |