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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 | $6,060 | $55,902-89.2% | $76,030-92.0% | $80,959-92.5% |
| Participation rate | 7.1% | 62.1%-54.9pp | 69.1%-61.9pp | 67.7%-60.5pp |
| Annual return | 21.90% | 20.59%+1.3pp | 361.54%-339.6pp | 35.67%-13.8pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $365 | $3,051-88.0% | $4,257-91.4% | $4,300-91.5% |
| Admin fee / account holder | $92 | $5,239-98.3% | $6,421-98.6% | $6,925-98.7% |