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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 | $3,556 | $81,457-95.6% | $103,378-96.6% | $80,911-95.6% |
| Participation rate | 31.9% | 66.8%-34.9pp | 74.5%-42.6pp | 67.6%-35.7pp |
| Annual return | 13.69% | 25.58%-11.9pp | 24.91%-11.2pp | 35.63%-21.9pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $207 | $3,871-94.6% | $5,058-95.9% | $4,297-95.2% |
| Admin fee / account holder | $50 | $6,717-99.2% | $8,401-99.4% | $6,935-99.3% |