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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 | $5,036 | $73,102-93.1% | $123,553-95.9% | $56,289-91.1% |
| Participation rate | 9.7% | 74.3%-64.6pp | 82.3%-72.6pp | 69.9%-60.1pp |
| Annual return | 4.39% | 3.01%+1.4pp | 119.21%-114.8pp | -9.96%+14.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $512 | $5,423-90.5% | $6,426-92.0% | $3,350-84.7% |
| Admin fee / account holder | $32 | $554-94.3% | $9,284-99.7% | $521-93.9% |