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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 | $4,912 | $118,467-95.9% | $98,450-95.0% | $139,456-96.5% |
| Participation rate | 63.6% | 77.5%-13.8pp | 75.2%-11.5pp | 80.3%-16.7pp |
| Annual return | 12.54% | 18.95%-6.4pp | 21.16%-8.6pp | 373.45%-360.9pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $567 | $5,393-89.5% | $4,739-88.0% | $6,711-91.5% |
| Admin fee / account holder | $30 | $14,057-99.8% | $8,961-99.7% | $11,407-99.7% |