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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 | $9,048 | $100,970-91.0% | $96,576-90.6% | $137,256-93.4% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 19.46% | 38.16%-18.7pp | 38.47%-19.0pp | 220.34%-200.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,087 | $8,286-74.8% | $7,956-73.8% | $6,407-67.4% |
| Admin fee / account holder | $141 | $11,312-98.8% | $11,381-98.8% | $12,270-98.9% |