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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 | $9,037 | $141,001-93.6% | $112,228-91.9% | $139,487-93.5% |
| Participation rate | 21.4% | 79.2%-57.8pp | 72.4%-51.0pp | 80.3%-58.9pp |
| Annual return | 14.31% | 32.75%-18.4pp | 30.23%-15.9pp | 373.84%-359.5pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,432-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $481 | $5,877-91.8% | $4,800-90.0% | $6,713-92.8% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |