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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 | $5,270 | $37,436-85.9% | $77,513-93.2% | $79,858-93.4% |
| Participation rate | 8.5% | 41.5%-33.0pp | 54.2%-45.7pp | 69.6%-61.1pp |
| Annual return | 11.87% | 39.75%-27.9pp | 54.81%-42.9pp | 31.72%-19.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11 | $1,261-99.2% | $1,861-99.4% | $3,740-99.7% |
| Admin fee / account holder | $20 | $2,505-99.2% | $2,859-99.3% | $5,306-99.6% |