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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 | $7,412 | $51,638-85.6% | $129,406-94.3% | $80,959-90.8% |
| Participation rate | 58.1% | 56.9%+1.2pp | 69.6%-11.5pp | 67.7%-9.5pp |
| Annual return | 12.24% | 20.78%-8.5pp | 9468.18%-9455.9pp | 35.67%-23.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $453 | $2,670-83.0% | $4,167-89.1% | $4,300-89.5% |
| Admin fee / account holder | $73 | $4,313-98.3% | $7,689-99.1% | $6,925-98.9% |