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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 | $10,988 | $65,712-83.3% | $57,196-80.8% | $273,972-96.0% |
| Participation rate | 33.3% | 78.3%-45.0pp | 75.3%-42.0pp | 83.0%-49.7pp |
| Annual return | 9.59% | 22.01%-12.4pp | 14.59%-5.0pp | 41.46%-31.9pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $573 | $3,782-84.9% | $3,096-81.5% | $5,287-89.2% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |