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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 | $7,325 | $67,602-89.2% | $82,312-91.1% | $70,126-89.6% |
| Participation rate | 25.0% | 72.8%-47.8pp | 76.9%-51.9pp | 69.5%-44.5pp |
| Annual return | 17.66% | 21.57%-3.9pp | 25.88%-8.2pp | 73.15%-55.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $216 | $2,987-92.8% | $3,706-94.2% | $3,332-93.5% |
| Admin fee / account holder | $55 | $4,512-98.8% | $5,608-99.0% | $4,645-98.8% |