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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 | $7,118 | $43,496-83.6% | $161,489-95.6% | $64,340-88.9% |
| Participation rate | 65.5% | 53.5%+12.0pp | 78.7%-13.2pp | 55.2%+10.3pp |
| Annual return | 20.19% | 20.76%-0.6pp | 89.72%-69.5pp | 24.14%-4.0pp |
| Employer contribution / active EE | $0 | $1,431-100.0% | $4,268-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $461 | $1,996-76.9% | $5,630-91.8% | $2,980-84.5% |
| Admin fee / account holder | $175 | $2,330-92.5% | $16,006-98.9% | $3,703-95.3% |