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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 | $7,066 | $115,225-93.9% | $100,712-93.0% | $138,895-94.9% |
| Participation rate | 12.5% | 74.3%-61.8pp | 69.3%-56.8pp | 79.9%-67.4pp |
| Annual return | 27.34% | 40.35%-13.0pp | 33.27%-5.9pp | 145.39%-118.1pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $436 | $4,699-90.7% | $4,085-89.3% | $6,396-93.2% |
| Admin fee / account holder | $26 | $10,844-99.8% | $9,256-99.7% | $12,562-99.8% |