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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 | $10,105 | $106,749-90.5% | $145,433-93.1% | $82,448-87.7% |
| Participation rate | 67.9% | 75.6%-7.8pp | 82.1%-14.3pp | 68.1%-0.2pp |
| Annual return | 21.83% | 27.59%-5.8pp | 66.58%-44.7pp | 41.64%-19.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $924 | $6,519-85.8% | $7,897-88.3% | $4,139-77.7% |
| Admin fee / account holder | $220 | $8,390-97.4% | $13,129-98.3% | $7,234-97.0% |