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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 | $6,777 | $81,487-91.7% | $102,412-93.4% | $80,935-91.6% |
| Participation rate | 10.0% | 66.8%-56.8pp | 74.5%-64.5pp | 67.7%-57.7pp |
| Annual return | 11.01% | 25.60%-14.6pp | 24.94%-13.9pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $225 | $3,871-94.2% | $5,060-95.5% | $4,299-94.8% |
| Admin fee / account holder | $5 | $6,717-99.9% | $8,388-99.9% | $6,924-99.9% |