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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 | $13,543 | $51,283-73.6% | $95,740-85.9% | $71,511-81.1% |
| Participation rate | 6.1% | 63.1%-57.0pp | 72.3%-66.2pp | 67.9%-61.8pp |
| Annual return | 15.81% | 25.25%-9.4pp | 28.41%-12.6pp | 28.86%-13.0pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,836-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $122 | $3,365-96.4% | $4,244-97.1% | $4,291-97.2% |
| Admin fee / account holder | $248 | $1,135-78.2% | $5,676-95.6% | $1,588-84.4% |