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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 | $8,476 | $81,331-89.6% | $155,534-94.6% | $80,935-89.5% |
| Participation rate | 66.7% | 66.3%+0.4pp | 78.2%-11.6pp | 67.7%-1.0pp |
| Annual return | 15.84% | 33.37%-17.5pp | 64.92%-49.1pp | 35.66%-19.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $598 | $3,454-82.7% | $5,630-89.4% | $4,299-86.1% |
| Admin fee / account holder | $196 | $7,999-97.6% | $15,900-98.8% | $6,924-97.2% |