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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 | $2,497 | $81,487-96.9% | $102,412-97.6% | $80,935-96.9% |
| Participation rate | 64.3% | 66.8%-2.6pp | 74.5%-10.2pp | 67.7%-3.4pp |
| Annual return | 14.08% | 25.60%-11.5pp | 24.94%-10.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $334 | $3,871-91.4% | $5,060-93.4% | $4,299-92.2% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,388-100.0% | $6,924-100.0% |