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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 | $7,255 | $53,128-86.3% | $86,581-91.6% | $70,124-89.7% |
| Participation rate | 43.9% | 65.3%-21.4pp | 73.5%-29.6pp | 69.5%-25.6pp |
| Annual return | 13.32% | 27.66%-14.3pp | 965.06%-951.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $323 | $2,695-88.0% | $3,609-91.0% | $3,332-90.3% |
| Admin fee / account holder | $101 | $3,584-97.2% | $4,904-97.9% | $4,645-97.8% |