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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 | $6,750 | $112,729-94.0% | $98,716-93.2% | $137,256-95.1% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.3%-55.0pp | 80.0%-65.7pp |
| Annual return | 26.06% | 38.48%-12.4pp | 31.81%-5.8pp | 220.34%-194.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $619 | $4,640-86.7% | $4,048-84.7% | $6,407-90.3% |
| Admin fee / account holder | $17 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |