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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 | $6,442 | $65,395-90.1% | $182,531-96.5% | $72,983-91.2% |
| Participation rate | 21.1% | 65.4%-44.3pp | 78.0%-56.8pp | 69.5%-48.4pp |
| Annual return | 28.03% | 27.68%+0.3pp | 148.57%-120.5pp | 81.01%-53.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,075-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $755 | $3,563-78.8% | $5,525-86.3% | $3,608-79.1% |
| Admin fee / account holder | $209 | $4,245-95.1% | $8,593-97.6% | $5,124-95.9% |