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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 | $9,619 | $81,487-88.2% | $102,412-90.6% | $80,935-88.1% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.7%-27.7pp |
| Annual return | 15.61% | 25.60%-10.0pp | 24.94%-9.3pp | 35.66%-20.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,210 | $3,871-68.7% | $5,060-76.1% | $4,299-71.9% |
| Admin fee / account holder | $127 | $6,717-98.1% | $8,388-98.5% | $6,924-98.2% |