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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 | $6,618 | $39,125-83.1% | $57,183-88.4% | $62,881-89.5% |
| Participation rate | 10.0% | 70.5%-60.5pp | 75.3%-65.3pp | 69.3%-59.3pp |
| Annual return | 6.40% | 9.24%-2.8pp | 14.59%-8.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $57 | $2,374-97.6% | $3,096-98.1% | $3,203-98.2% |
| Admin fee / account holder | $225 | $2,593-91.3% | $3,139-92.8% | $4,296-94.8% |