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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 | $78,197-92.7% | $98,090-94.2% | $82,637-93.1% |
| Participation rate | 4.0% | 77.5%-73.5pp | 81.5%-77.5pp | 68.1%-64.1pp |
| Annual return | 18.16% | 40.25%-22.1pp | 37.05%-18.9pp | 53.51%-35.3pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $77 | $6,636-98.8% | $7,845-99.0% | $4,126-98.1% |
| Admin fee / account holder | $19 | $14,832-99.9% | $11,815-99.8% | $7,339-99.7% |