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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 | $5,680 | $78,520-92.8% | $96,576-94.1% | $82,448-93.1% |
| Participation rate | 4.0% | 77.7%-73.7pp | 81.4%-77.4pp | 68.1%-64.1pp |
| Annual return | 18.16% | 41.30%-23.1pp | 38.47%-20.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $77 | $6,754-98.9% | $7,956-99.0% | $4,139-98.1% |
| Admin fee / account holder | $19 | $13,455-99.9% | $11,381-99.8% | $7,234-99.7% |