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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 | $7,190 | $50,902-85.9% | $155,534-95.4% | $77,736-90.8% |
| Participation rate | 15.5% | 63.1%-47.6pp | 78.2%-62.7pp | 70.6%-55.1pp |
| Annual return | 24.85% | 34.85%-10.0pp | 64.92%-40.1pp | 31.26%-6.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $660 | $2,824-76.6% | $5,630-88.3% | $4,651-85.8% |
| Admin fee / account holder | $191 | $437-56.2% | $15,900-98.8% | $433-55.8% |