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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 | $6,175 | $114,712-94.6% | $173,730-96.4% | $87,485-92.9% |
| Participation rate | 42.5% | 73.0%-30.5pp | 79.6%-37.0pp | 68.9%-26.4pp |
| Annual return | 19.75% | 20.18%-0.4pp | 19.96%-0.2pp | 26.06%-6.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $946 | $4,642-79.6% | $6,326-85.0% | $4,274-77.9% |
| Admin fee / account holder | $88 | $10,210-99.1% | $17,523-99.5% | $7,775-98.9% |