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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 | $28,934 | $85,515-66.2% | $112,040-74.2% | $67,986-57.4% |
| Participation rate | 6.7% | 68.2%-61.5pp | 76.5%-69.8pp | 57.2%-50.5pp |
| Annual return | 15.87% | 29.68%-13.8pp | 24.52%-8.6pp | 31.67%-15.8pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $435 | $4,014-89.2% | $5,098-91.5% | $3,358-87.0% |
| Admin fee / account holder | $55 | $3,774-98.5% | $12,098-99.5% | $3,203-98.3% |