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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 | $12,139 | $96,558-87.4% | $80,977-85.0% | $273,972-95.6% |
| Participation rate | 47.6% | 79.1%-31.5pp | 75.8%-28.2pp | 83.0%-35.4pp |
| Annual return | 4.30% | 15.14%-10.8pp | 17.11%-12.8pp | 41.46%-37.2pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $989 | $6,598-85.0% | $5,696-82.6% | $5,287-81.3% |
| Admin fee / account holder | $61 | $7,493-99.2% | $5,517-98.9% | $10,133-99.4% |