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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 | $6,311 | $110,410-94.3% | $102,437-93.8% | $145,897-95.7% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 14.90% | 24.85%-10.0pp | 24.95%-10.1pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $783 | $5,622-86.1% | $5,060-84.5% | $6,689-88.3% |
| Admin fee / account holder | $23 | $9,745-99.8% | $8,388-99.7% | $13,390-99.8% |