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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 | $7,916 | $77,896-89.8% | $134,172-94.1% | $82,448-90.4% |
| Participation rate | 22.0% | 62.8%-40.8pp | 72.5%-50.5pp | 68.1%-46.1pp |
| Annual return | 31.08% | 18.21%+12.9pp | 25.30%+5.8pp | 41.64%-10.6pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $818 | $3,162-74.1% | $4,690-82.6% | $4,139-80.2% |
| Admin fee / account holder | $24 | $6,336-99.6% | $12,016-99.8% | $7,234-99.7% |