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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 | $12,657 | $88,707-85.7% | $74,184-82.9% | $273,972-95.4% |
| Participation rate | 42.1% | 79.4%-37.3pp | 76.6%-34.5pp | 83.0%-40.9pp |
| Annual return | 5.09% | 11.94%-6.9pp | 17.74%-12.6pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $91 | $4,212-97.8% | $3,550-97.4% | $5,287-98.3% |
| Admin fee / account holder | $91 | $8,717-99.0% | $5,586-98.4% | $10,133-99.1% |