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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 | $8,583 | $117,895-92.7% | $102,460-91.6% | $145,897-94.1% |
| Participation rate | 12.5% | 78.6%-66.1pp | 76.5%-64.0pp | 80.3%-67.8pp |
| Annual return | 13.85% | 31.92%-18.1pp | 29.47%-15.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $386 | $5,736-93.3% | $5,056-92.4% | $6,689-94.2% |
| Admin fee / account holder | $30 | $13,353-99.8% | $9,460-99.7% | $13,390-99.8% |