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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 | $20,367 | $132,310-84.6% | $105,754-80.7% | $273,972-92.6% |
| Participation rate | 38.5% | 83.2%-44.7pp | 78.9%-40.5pp | 83.0%-44.6pp |
| Annual return | 6.50% | 10.08%-3.6pp | 12.25%-5.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,438 | $6,233-76.9% | $5,326-73.0% | $5,287-72.8% |
| Admin fee / account holder | $7 | $12,036-99.9% | $8,309-99.9% | $10,133-99.9% |