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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 | $6,747 | $86,050-92.2% | $189,758-96.4% | $94,015-92.8% |
| Participation rate | 55.9% | 68.9%-13.0pp | 79.8%-23.9pp | 70.8%-14.9pp |
| Annual return | 13.52% | 17.77%-4.2pp | 52.62%-39.1pp | 17.84%-4.3pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $180 | $3,349-94.6% | $5,856-96.9% | $4,249-95.8% |
| Admin fee / account holder | $111 | $6,627-98.3% | $20,388-99.5% | $8,951-98.8% |