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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 | $7,791 | $25,723-69.7% | $69,182-88.7% | $55,167-85.9% |
| Participation rate | 6.6% | 39.4%-32.9pp | 55.1%-48.5pp | 69.0%-62.4pp |
| Annual return | 10.53% | 9.56%+1.0pp | -21.93%+32.5pp | 169.23%-158.7pp |
| Employer contribution / active EE | $0 | $480-100.0% | $1,206-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $212 | $963-78.0% | $1,897-88.8% | $3,054-93.1% |
| Admin fee / account holder | $25 | $365-93.1% | $2,697-99.1% | $504-95.0% |