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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 | $6,769 | $72,273-90.6% | $101,275-93.3% | $79,856-91.5% |
| Participation rate | 23.3% | 68.5%-45.1pp | 75.8%-52.5pp | 69.6%-46.3pp |
| Annual return | 42.43% | 22.30%+20.1pp | 46.48%-4.1pp | 31.71%+10.7pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $891 | $3,282-72.9% | $4,371-79.6% | $3,741-76.2% |
| Admin fee / account holder | $18 | $4,401-99.6% | $5,948-99.7% | $5,306-99.7% |