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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 | $5,950 | $62,166-90.4% | $81,353-92.7% | $74,459-92.0% |
| Participation rate | 11.6% | 64.1%-52.4pp | 69.5%-57.9pp | 67.2%-55.6pp |
| Annual return | 13.90% | 16.50%-2.6pp | 24.82%-10.9pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $256 | $3,223-92.1% | $3,885-93.4% | $4,350-94.1% |
| Admin fee / account holder | $78 | $1,925-96.0% | $5,766-98.6% | $1,945-96.0% |