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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 | $6,543 | $41,377-84.2% | $109,313-94.0% | $62,881-89.6% |
| Participation rate | 8.8% | 57.5%-48.8pp | 71.3%-62.5pp | 69.3%-60.5pp |
| Annual return | 7.23% | 11.05%-3.8pp | 22.07%-14.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $206 | $2,045-89.9% | $3,166-93.5% | $3,203-93.6% |
| Admin fee / account holder | $125 | $2,884-95.7% | $5,666-97.8% | $4,296-97.1% |