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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 | $9,770 | $81,487-88.0% | $102,412-90.5% | $80,935-87.9% |
| Participation rate | 61.5% | 66.8%-5.3pp | 74.5%-13.0pp | 67.7%-6.1pp |
| Annual return | 16.41% | 25.60%-9.2pp | 24.94%-8.5pp | 35.66%-19.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $167 | $3,871-95.7% | $5,060-96.7% | $4,299-96.1% |
| Admin fee / account holder | $275 | $6,717-95.9% | $8,388-96.7% | $6,924-96.0% |