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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 | $6,552 | $101,795-93.6% | $165,100-96.0% | $80,959-91.9% |
| Participation rate | 15.6% | 71.8%-56.3pp | 78.6%-63.1pp | 67.7%-52.1pp |
| Annual return | 18.21% | 16.73%+1.5pp | 70.21%-52.0pp | 35.67%-17.5pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $631 | $4,476-85.9% | $6,035-89.5% | $4,300-85.3% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |