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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 | $3,411 | $101,795-96.6% | $165,100-97.9% | $80,959-95.8% |
| Participation rate | 37.9% | 71.8%-33.9pp | 78.6%-40.7pp | 67.7%-29.7pp |
| Annual return | 11.73% | 16.73%-5.0pp | 70.21%-58.5pp | 35.67%-23.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $513 | $4,476-88.5% | $6,035-91.5% | $4,300-88.1% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |