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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 | $6,628 | $57,119-88.4% | $85,187-92.2% | $80,935-91.8% |
| Participation rate | 8.6% | 56.4%-47.8pp | 67.5%-58.9pp | 67.7%-59.1pp |
| Annual return | 11.54% | 21.70%-10.2pp | 66.67%-55.1pp | 35.66%-24.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $282 | $3,115-91.0% | $4,525-93.8% | $4,299-93.5% |
| Admin fee / account holder | $21 | $4,990-99.6% | $6,162-99.7% | $6,924-99.7% |