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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 | $7,341 | $81,487-91.0% | $102,412-92.8% | $80,935-90.9% |
| Participation rate | 41.4% | 66.8%-25.5pp | 74.5%-33.1pp | 67.7%-26.3pp |
| Annual return | 14.11% | 25.60%-11.5pp | 24.94%-10.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,240 | $3,871-68.0% | $5,060-75.5% | $4,299-71.2% |
| Admin fee / account holder | $78 | $6,717-98.8% | $8,388-99.1% | $6,924-98.9% |