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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 | $6,993 | $72,492-90.4% | $87,102-92.0% | $72,983-90.4% |
| Participation rate | 34.3% | 72.8%-38.5pp | 76.9%-42.5pp | 69.5%-35.2pp |
| Annual return | 44.94% | 24.46%+20.5pp | 28.19%+16.7pp | 81.01%-36.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,034 | $3,270-68.4% | $4,048-74.5% | $3,608-71.3% |
| Admin fee / account holder | $167 | $5,055-96.7% | $7,491-97.8% | $5,124-96.7% |