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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 | $3,129 | $135,956-97.7% | $123,894-97.5% | $273,972-98.9% |
| Participation rate | 22.2% | 84.1%-61.8pp | 81.4%-59.2pp | 83.0%-60.8pp |
| Annual return | 32.79% | 56.63%-23.8pp | 47.52%-14.7pp | 41.46%-8.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,430 | $6,343-77.4% | $5,984-76.1% | $5,287-72.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |