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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 | $8,077 | $97,648-91.7% | $121,663-93.4% | $87,485-90.8% |
| Participation rate | 61.1% | 70.5%-9.4pp | 74.5%-13.4pp | 68.9%-7.8pp |
| Annual return | 22.47% | 18.03%+4.4pp | 147.54%-125.1pp | 26.06%-3.6pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,667 | $3,923-57.5% | $4,887-65.9% | $4,274-61.0% |
| Admin fee / account holder | $243 | $11,100-97.8% | $14,289-98.3% | $7,775-96.9% |