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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 | $8,118 | $114,237-92.9% | $119,258-93.2% | $167,536-95.2% |
| Participation rate | 44.4% | 83.7%-39.3pp | 82.7%-38.3pp | 82.1%-37.7pp |
| Annual return | 14.38% | 29.87%-15.5pp | 30.69%-16.3pp | 478.82%-464.4pp |
| Employer contribution / active EE | $0 | $4,481-100.0% | $4,384-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $776 | $6,084-87.3% | $6,111-87.3% | $6,342-87.8% |
| Admin fee / account holder | $66 | $8,932-99.3% | $7,226-99.1% | $12,315-99.5% |