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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 | $7,073 | $73,955-90.4% | $96,520-92.7% | $75,181-90.6% |
| Participation rate | 13.3% | 66.4%-53.1pp | 74.3%-61.0pp | 67.2%-53.9pp |
| Annual return | 14.20% | 26.72%-12.5pp | 35.72%-21.5pp | 160.69%-146.5pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $440 | $3,659-88.0% | $4,879-91.0% | $4,126-89.3% |
| Admin fee / account holder | $23 | $5,217-99.6% | $6,733-99.7% | $5,650-99.6% |