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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 | $5,529 | $46,599-88.1% | $64,101-91.4% | $75,173-92.6% |
| Participation rate | 7.7% | 65.9%-58.2pp | 72.3%-64.6pp | 67.2%-59.5pp |
| Annual return | 27.01% | 26.06%+1.0pp | 33.72%-6.7pp | 160.72%-133.7pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $284 | $2,837-90.0% | $3,881-92.7% | $4,126-93.1% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |