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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 | $7,521 | $106,280-92.9% | $96,538-92.2% | $139,487-94.6% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 18.33% | 38.48%-20.2pp | 35.74%-17.4pp | 373.84%-355.5pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $924 | $5,457-83.1% | $4,880-81.1% | $6,713-86.2% |
| Admin fee / account holder | $72 | $7,888-99.1% | $6,737-98.9% | $11,407-99.4% |