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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 | $5,044 | $215,361-97.7% | $171,082-97.1% | $273,972-98.2% |
| Participation rate | 21.7% | 82.0%-60.3pp | 76.7%-55.0pp | 83.0%-61.3pp |
| Annual return | 6.52% | 25.14%-18.6pp | 32.56%-26.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $265 | $5,543-95.2% | $4,797-94.5% | $5,287-95.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |