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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 | $5,706 | $81,262-93.0% | $155,602-96.3% | $80,911-92.9% |
| Participation rate | 9.1% | 66.2%-57.1pp | 78.2%-69.1pp | 67.6%-58.6pp |
| Annual return | 17.02% | 33.34%-16.3pp | 64.81%-47.8pp | 35.63%-18.6pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $286 | $3,451-91.7% | $5,629-94.9% | $4,297-93.4% |
| Admin fee / account holder | $68 | $7,992-99.1% | $15,923-99.6% | $6,935-99.0% |