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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 | $8,451 | $93,589-91.0% | $135,942-93.8% | $75,181-88.8% |
| Participation rate | 32.1% | 75.2%-43.0pp | 81.9%-49.8pp | 67.2%-35.1pp |
| Annual return | 21.86% | 30.90%-9.0pp | 68.28%-46.4pp | 160.69%-138.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,614 | $6,405-74.8% | $7,759-79.2% | $4,126-60.9% |
| Admin fee / account holder | $40 | $6,977-99.4% | $10,764-99.6% | $5,650-99.3% |