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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 | $6,078 | $59,839-89.8% | $81,991-92.6% | $79,852-92.4% |
| Participation rate | 2.6% | 61.6%-59.0pp | 69.3%-66.7pp | 69.6%-67.0pp |
| Annual return | 13.09% | 17.56%-4.5pp | 41.31%-28.2pp | 31.72%-18.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $28 | $2,695-99.0% | $3,722-99.2% | $3,740-99.3% |
| Admin fee / account holder | $71 | $4,287-98.3% | $5,665-98.7% | $5,306-98.7% |