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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 | $9,877 | $117,829-91.6% | $102,423-90.4% | $145,877-93.2% |
| Participation rate | 8.7% | 78.6%-69.9pp | 76.5%-67.8pp | 80.3%-71.6pp |
| Annual return | 12.08% | 31.83%-19.8pp | 29.42%-17.3pp | 551.28%-539.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $718 | $5,732-87.5% | $5,054-85.8% | $6,691-89.3% |
| Admin fee / account holder | $16 | $13,335-99.9% | $9,455-99.8% | $13,402-99.9% |