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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 | $7,799 | $47,944-83.7% | $67,834-88.5% | $62,881-87.6% |
| Participation rate | 19.1% | 61.1%-41.9pp | 68.8%-49.6pp | 69.3%-50.2pp |
| Annual return | 26.31% | 11.77%+14.5pp | 138.47%-112.2pp | 20.14%+6.2pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $474 | $2,247-78.9% | $3,160-85.0% | $3,203-85.2% |
| Admin fee / account holder | $245 | $3,712-93.4% | $4,622-94.7% | $4,296-94.3% |