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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 | $8,680 | $57,541-84.9% | $95,759-90.9% | $75,177-88.5% |
| Participation rate | 10.7% | 62.5%-51.8pp | 72.3%-61.5pp | 67.2%-56.5pp |
| Annual return | 18.83% | 34.93%-16.1pp | 28.42%-9.6pp | 160.75%-141.9pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,836-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $297 | $3,074-90.3% | $4,244-93.0% | $4,126-92.8% |
| Admin fee / account holder | $0 | $4,099-100.0% | $5,678-100.0% | $5,651-100.0% |