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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 | $7,539 | $76,551-90.2% | $123,894-93.9% | $62,881-88.0% |
| Participation rate | 16.2% | 73.0%-56.8pp | 81.4%-65.2pp | 69.3%-53.1pp |
| Annual return | 18.67% | 18.68%0pp | 47.52%-28.8pp | 20.14%-1.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,079 | $4,840-77.7% | $5,984-82.0% | $3,203-66.3% |
| Admin fee / account holder | $13 | $4,826-99.7% | $8,357-99.9% | $4,296-99.7% |