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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 | $9,197 | $41,377-77.8% | $109,313-91.6% | $62,881-85.4% |
| Participation rate | 3.5% | 57.5%-54.1pp | 71.3%-67.8pp | 69.3%-65.8pp |
| Annual return | 12.64% | 11.05%+1.6pp | 22.07%-9.4pp | 20.14%-7.5pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $179 | $2,045-91.2% | $3,166-94.3% | $3,203-94.4% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |