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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 | $118,454-93.3% | $98,441-91.9% | $139,427-94.3% |
| Participation rate | 33.3% | 77.5%-44.1pp | 75.2%-41.8pp | 80.3%-47.0pp |
| Annual return | 16.62% | 18.94%-2.3pp | 21.16%-4.5pp | 373.27%-356.7pp |
| Employer contribution / active EE | $0 | $3,610-100.0% | $3,048-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $437 | $5,392-91.9% | $4,738-90.8% | $6,711-93.5% |
| Admin fee / account holder | $76 | $14,053-99.5% | $8,960-99.2% | $11,404-99.3% |