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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 | $9,017 | $45,082-80.0% | $69,464-87.0% | $72,975-87.6% |
| Participation rate | 7.1% | 68.5%-61.3pp | 74.6%-67.5pp | 69.5%-62.3pp |
| Annual return | 28.70% | 22.66%+6.0pp | 28.98%-0.3pp | 81.01%-52.3pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $476 | $2,604-81.7% | $3,536-86.5% | $3,608-86.8% |
| Admin fee / account holder | $34 | $3,057-98.9% | $3,840-99.1% | $5,124-99.3% |