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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 | $6,751 | $106,749-93.7% | $145,433-95.4% | $82,448-91.8% |
| Participation rate | 11.9% | 75.6%-63.7pp | 82.1%-70.2pp | 68.1%-56.1pp |
| Annual return | 25.24% | 27.59%-2.4pp | 66.58%-41.3pp | 41.64%-16.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $391 | $6,519-94.0% | $7,897-95.1% | $4,139-90.6% |
| Admin fee / account holder | $267 | $8,390-96.8% | $13,129-98.0% | $7,234-96.3% |