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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 | $7,466 | $124,330-94.0% | $109,173-93.2% | $167,536-95.5% |
| Participation rate | 33.3% | 79.5%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 26.40% | 26.04%+0.4pp | 25.75%+0.6pp | 478.82%-452.4pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,364 | $5,256-74.0% | $4,654-70.7% | $6,342-78.5% |
| Admin fee / account holder | $63 | $7,974-99.2% | $6,755-99.1% | $12,315-99.5% |