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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 | $5,883 | $73,787-92.0% | $98,716-94.0% | $82,448-92.9% |
| Participation rate | 11.9% | 61.4%-49.5pp | 69.3%-57.4pp | 68.1%-56.1pp |
| Annual return | 16.83% | 18.57%-1.7pp | 31.81%-15.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $60 | $3,081-98.0% | $4,048-98.5% | $4,139-98.5% |
| Admin fee / account holder | $72 | $6,500-98.9% | $8,703-99.2% | $7,234-99.0% |