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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 | $7,310 | $72,607-89.9% | $90,259-91.9% | $87,485-91.6% |
| Participation rate | 57.1% | 64.8%-7.7pp | 70.7%-13.6pp | 68.9%-11.8pp |
| Annual return | 16.81% | 18.59%-1.8pp | 18.88%-2.1pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $552 | $3,055-81.9% | $3,827-85.6% | $4,274-87.1% |
| Admin fee / account holder | $63 | $5,947-98.9% | $7,267-99.1% | $7,775-99.2% |