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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 | $10,157 | $113,941-91.1% | $94,229-89.2% | $125,389-91.9% |
| Participation rate | 33.3% | 82.9%-49.6pp | 78.8%-45.4pp | 83.2%-49.9pp |
| Annual return | 0.85% | 5.29%-4.4pp | 10.68%-9.8pp | 282.24%-281.4pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,383 | $5,179-73.3% | $4,320-68.0% | $5,352-74.2% |
| Admin fee / account holder | $63 | $8,392-99.3% | $6,269-99.0% | $9,541-99.3% |