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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 | $10,907 | $63,809-82.9% | $81,353-86.6% | $80,935-86.5% |
| Participation rate | 44.4% | 63.9%-19.5pp | 69.5%-25.1pp | 67.7%-23.2pp |
| Annual return | 118.40% | 16.37%+102.0pp | 24.82%+93.6pp | 35.66%+82.7pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $615 | $3,093-80.1% | $3,885-84.2% | $4,299-85.7% |
| Admin fee / account holder | $176 | $5,686-96.9% | $5,766-97.0% | $6,924-97.5% |