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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 | $5,512 | $60,349-90.9% | $74,184-92.6% | $62,881-91.2% |
| Participation rate | 28.6% | 72.7%-44.2pp | 76.6%-48.0pp | 69.3%-40.7pp |
| Annual return | 7.25% | 21.38%-14.1pp | 17.74%-10.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $273 | $2,856-90.5% | $3,550-92.3% | $3,203-91.5% |
| Admin fee / account holder | $34 | $4,261-99.2% | $5,586-99.4% | $4,296-99.2% |