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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 | $8,513 | $81,504-89.6% | $102,437-91.7% | $80,959-89.5% |
| Participation rate | 32.1% | 66.9%-34.7pp | 74.5%-42.4pp | 67.7%-35.5pp |
| Annual return | 15.62% | 25.60%-10.0pp | 24.95%-9.3pp | 35.67%-20.0pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $66 | $3,871-98.3% | $5,060-98.7% | $4,300-98.5% |
| Admin fee / account holder | $297 | $6,719-95.6% | $8,388-96.5% | $6,925-95.7% |