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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 | $4,574 | $56,054-91.8% | $171,082-97.3% | $62,881-92.7% |
| Participation rate | 22.8% | 62.9%-40.1pp | 76.7%-53.9pp | 69.3%-46.5pp |
| Annual return | 7.94% | 22.52%-14.6pp | 32.56%-24.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $218 | $3,158-93.1% | $4,797-95.4% | $3,203-93.2% |
| Admin fee / account holder | $70 | $3,647-98.1% | $8,520-99.2% | $4,296-98.4% |