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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 | $8,820 | $65,704-86.6% | $94,229-90.6% | $59,633-85.2% |
| Participation rate | 33.7% | 72.1%-38.4pp | 78.8%-45.1pp | 68.7%-34.9pp |
| Annual return | 21.99% | 5.22%+16.8pp | 10.68%+11.3pp | 2041.45%-2019.5pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $952 | $3,143-69.7% | $4,320-78.0% | $3,192-70.2% |
| Admin fee / account holder | $11 | $4,265-99.7% | $6,269-99.8% | $4,297-99.7% |