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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 | $7,285 | $99,345-92.7% | $84,753-91.4% | $273,972-97.3% |
| Participation rate | 16.7% | 80.7%-64.0pp | 76.6%-59.9pp | 83.0%-66.3pp |
| Annual return | 10.79% | 22.93%-12.1pp | 22.78%-12.0pp | 41.46%-30.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $450 | $4,270-89.5% | $3,712-87.9% | $5,287-91.5% |
| Admin fee / account holder | $50 | $6,645-99.2% | $5,333-99.1% | $10,133-99.5% |