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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 | $5,006 | $143,969-96.5% | $199,883-97.5% | $82,637-93.9% |
| Participation rate | 7.4% | 84.1%-76.7pp | 86.8%-79.4pp | 68.1%-60.6pp |
| Annual return | 23.98% | 25.67%-1.7pp | 43.81%-19.8pp | 53.51%-29.5pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $214 | $6,937-96.9% | $9,138-97.7% | $4,126-94.8% |
| Admin fee / account holder | $276 | $14,597-98.1% | $17,268-98.4% | $7,339-96.2% |