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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 | $8,473 | $124,980-93.2% | $108,359-92.2% | $154,746-94.5% |
| Participation rate | 36.4% | 75.2%-38.8pp | 70.1%-33.8pp | 80.7%-44.3pp |
| Annual return | 17.39% | 45.00%-27.6pp | 36.89%-19.5pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $976 | $4,743-79.4% | $4,137-76.4% | $6,730-85.5% |
| Admin fee / account holder | $209 | $11,502-98.2% | $9,741-97.8% | $14,365-98.5% |