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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 | $21,281 | $76,834-72.3% | $108,359-80.4% | $87,485-75.7% |
| Participation rate | 7.7% | 61.7%-54.0pp | 70.1%-62.4pp | 68.9%-61.2pp |
| Annual return | 14.08% | 19.09%-5.0pp | 36.89%-22.8pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $332 | $3,100-89.3% | $4,137-92.0% | $4,274-92.2% |
| Admin fee / account holder | $40 | $6,537-99.4% | $9,741-99.6% | $7,775-99.5% |