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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 | $4,302 | $64,462-93.3% | $81,482-94.7% | $80,911-94.7% |
| Participation rate | 10.1% | 63.9%-53.7pp | 69.5%-59.4pp | 67.6%-57.5pp |
| Annual return | 13.62% | 16.35%-2.7pp | 24.79%-11.2pp | 35.63%-22.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $111 | $3,094-96.4% | $3,885-97.1% | $4,297-97.4% |
| Admin fee / account holder | $89 | $5,678-98.4% | $5,761-98.4% | $6,935-98.7% |