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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 | $15,182 | $58,493-74.0% | $84,023-81.9% | $72,976-79.2% |
| Participation rate | 13.2% | 61.2%-48.1pp | 69.0%-55.9pp | 69.5%-56.3pp |
| Annual return | 29.62% | 28.93%+0.7pp | 71.32%-41.7pp | 81.02%-51.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $581 | $2,394-75.7% | $3,239-82.1% | $3,608-83.9% |
| Admin fee / account holder | $6 | $4,569-99.9% | $6,102-99.9% | $5,124-99.9% |