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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 | $3,826 | $110,379-96.5% | $102,412-96.3% | $145,884-97.4% |
| Participation rate | 21.1% | 77.9%-56.9pp | 74.5%-53.5pp | 80.3%-59.3pp |
| Annual return | 11.92% | 24.84%-12.9pp | 24.94%-13.0pp | 551.85%-539.9pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $96 | $5,622-98.3% | $5,060-98.1% | $6,690-98.6% |
| Admin fee / account holder | $16 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |