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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 | $8,074 | $57,541-86.0% | $95,728-91.6% | $75,181-89.3% |
| Participation rate | 67.6% | 62.5%+5.1pp | 72.3%-4.6pp | 67.2%+0.4pp |
| Annual return | 16.97% | 34.93%-18.0pp | 28.40%-11.4pp | 160.69%-143.7pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $619 | $3,074-79.9% | $4,245-85.4% | $4,126-85.0% |
| Admin fee / account holder | $274 | $4,099-93.3% | $5,673-95.2% | $5,650-95.1% |