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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 | $8,110 | $45,043-82.0% | $63,005-87.1% | $70,124-88.4% |
| Participation rate | 11.5% | 69.5%-58.0pp | 74.8%-63.3pp | 69.5%-58.0pp |
| Annual return | 22.56% | 18.76%+3.8pp | 87.59%-65.0pp | 73.14%-50.6pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $416 | $2,466-83.1% | $3,329-87.5% | $3,332-87.5% |
| Admin fee / account holder | $0 | $2,833-100.0% | $3,599-100.0% | $4,645-100.0% |