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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 | $8,725 | $104,694-91.7% | $85,709-89.8% | $167,536-94.8% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 20.90% | 21.45%-0.5pp | 21.49%-0.6pp | 478.82%-457.9pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,619-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,002 | $4,826-79.2% | $3,924-74.5% | $6,342-84.2% |
| Admin fee / account holder | $29 | $10,035-99.7% | $6,876-99.6% | $12,315-99.8% |