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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 | $6,862 | $59,054-88.4% | $97,260-92.9% | $77,736-91.2% |
| Participation rate | 6.8% | 67.9%-61.1pp | 72.7%-65.8pp | 70.6%-63.8pp |
| Annual return | 14.76% | 16.96%-2.2pp | 75.54%-60.8pp | 31.26%-16.5pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,721-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $295 | $3,930-92.5% | $4,262-93.1% | $4,651-93.7% |
| Admin fee / account holder | $100 | $346-71.3% | $5,640-98.2% | $433-77.0% |