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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 | $6,700 | $52,279-87.2% | $89,414-92.5% | $79,852-91.6% |
| Participation rate | 28.0% | 57.5%-29.5pp | 68.0%-40.0pp | 69.6%-41.6pp |
| Annual return | 17.04% | 22.16%-5.1pp | 245.50%-228.5pp | 31.72%-14.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $347 | $2,740-87.3% | $3,890-91.1% | $3,740-90.7% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,883-100.0% | $5,306-100.0% |