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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 | $8,473 | $50,385-83.2% | $75,501-88.8% | $62,293-86.4% |
| Participation rate | 14.7% | 67.7%-53.1pp | 72.4%-57.7pp | 69.5%-54.9pp |
| Annual return | 25.15% | 19.90%+5.3pp | 27.35%-2.2pp | 28.90%-3.7pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $451 | $2,445-81.6% | $3,142-85.6% | $3,169-85.8% |
| Admin fee / account holder | $64 | $384-83.3% | $5,801-98.9% | $479-86.6% |