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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 | $6,129 | $81,446-92.5% | $103,374-94.1% | $80,874-92.4% |
| Participation rate | 53.3% | 66.9%-13.5pp | 74.5%-21.2pp | 67.6%-14.3pp |
| Annual return | 10.72% | 25.57%-14.8pp | 24.89%-14.2pp | 35.62%-24.9pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $687 | $3,870-82.2% | $5,058-86.4% | $4,297-84.0% |
| Admin fee / account holder | $207 | $6,715-96.9% | $8,394-97.5% | $6,935-97.0% |