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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 | $8,454 | $146,267-94.2% | $197,124-95.7% | $82,448-89.7% |
| Participation rate | 23.3% | 84.0%-60.8pp | 86.7%-63.5pp | 68.1%-44.8pp |
| Annual return | 19.62% | 29.61%-10.0pp | 44.34%-24.7pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $555 | $7,035-92.1% | $9,135-93.9% | $4,139-86.6% |
| Admin fee / account holder | $19 | $14,422-99.9% | $16,298-99.9% | $7,234-99.7% |