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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 | $5,105 | $71,215-92.8% | $93,696-94.6% | $80,935-93.7% |
| Participation rate | 13.4% | 60.4%-47.0pp | 68.7%-55.3pp | 67.7%-54.2pp |
| Annual return | 16.07% | 11.27%+4.8pp | 133.74%-117.7pp | 35.66%-19.6pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $495 | $4,037-87.7% | $4,417-88.8% | $4,299-88.5% |
| Admin fee / account holder | $14 | $6,958-99.8% | $8,287-99.8% | $6,924-99.8% |