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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 | $6,090 | $81,504-92.5% | $102,437-94.1% | $80,959-92.5% |
| Participation rate | 12.5% | 66.9%-54.4pp | 74.5%-62.0pp | 67.7%-55.2pp |
| Annual return | 17.69% | 25.60%-7.9pp | 24.95%-7.3pp | 35.67%-18.0pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $404 | $3,871-89.6% | $5,060-92.0% | $4,300-90.6% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |