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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 | $7,944 | $118,488-93.3% | $98,462-91.9% | $139,487-94.3% |
| Participation rate | 33.3% | 77.5%-44.1pp | 75.2%-41.8pp | 80.3%-47.0pp |
| Annual return | 16.62% | 18.96%-2.3pp | 21.17%-4.6pp | 373.84%-357.2pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $437 | $5,393-91.9% | $4,738-90.8% | $6,713-93.5% |
| Admin fee / account holder | $76 | $13,868-99.5% | $8,875-99.1% | $11,407-99.3% |