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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 | $5,415 | $77,908-93.0% | $149,696-96.4% | $75,173-92.8% |
| Participation rate | 29.5% | 65.6%-36.1pp | 78.8%-49.3pp | 67.2%-37.7pp |
| Annual return | 18.05% | 31.73%-13.7pp | 134.46%-116.4pp | 160.72%-142.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $631 | $3,411-81.5% | $5,682-88.9% | $4,126-84.7% |
| Admin fee / account holder | $186 | $5,950-96.9% | $13,212-98.6% | $5,651-96.7% |