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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 | $4,244 | $78,027-94.6% | $178,528-97.6% | $80,925-94.8% |
| Participation rate | 9.4% | 65.7%-56.3pp | 77.1%-67.7pp | 67.7%-58.3pp |
| Annual return | 17.46% | 18.09%-0.6pp | 27.11%-9.7pp | 35.65%-18.2pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $180 | $4,408-95.9% | $6,278-97.1% | $4,299-95.8% |
| Admin fee / account holder | $0 | $7,168-100.0% | $10,419-100.0% | $6,940-100.0% |