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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 | $12,698 | $86,922-85.4% | $102,438-87.6% | $80,874-84.3% |
| Participation rate | 11.1% | 72.4%-61.3pp | 76.5%-65.4pp | 67.6%-56.5pp |
| Annual return | 14.48% | 18.90%-4.4pp | 29.37%-14.9pp | 35.62%-21.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $46 | $4,119-98.9% | $5,054-99.1% | $4,297-98.9% |
| Admin fee / account holder | $0 | $8,050-100.0% | $9,448-100.0% | $6,935-100.0% |