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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 | $7,751 | $72,027-89.2% | $185,861-95.8% | $79,856-90.3% |
| Participation rate | 10.0% | 65.8%-55.8pp | 78.0%-68.0pp | 69.6%-59.6pp |
| Annual return | 26.07% | 23.13%+2.9pp | 35.96%-9.9pp | 31.71%-5.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,088-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $152 | $3,780-96.0% | $5,634-97.3% | $3,741-95.9% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,503-100.0% | $5,306-100.0% |