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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 | $9,021 | $106,524-91.5% | $152,301-94.1% | $87,485-89.7% |
| Participation rate | 5.1% | 75.8%-70.6pp | 82.4%-77.3pp | 68.9%-63.8pp |
| Annual return | 19.92% | 26.89%-7.0pp | 80.50%-60.6pp | 26.06%-6.1pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $111 | $6,525-98.3% | $8,004-98.6% | $4,274-97.4% |
| Admin fee / account holder | $0 | $8,287-100.0% | $14,398-100.0% | $7,775-100.0% |