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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 | $22,597 | $67,602-66.6% | $82,312-72.5% | $70,126-67.8% |
| Participation rate | 12.8% | 72.8%-60.0pp | 76.9%-64.1pp | 69.5%-56.7pp |
| Annual return | 20.39% | 21.57%-1.2pp | 25.88%-5.5pp | 73.15%-52.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $33 | $2,987-98.9% | $3,706-99.1% | $3,332-99.0% |
| Admin fee / account holder | $2 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |