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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 | $9,792 | $104,251-90.6% | $91,004-89.2% | $147,586-93.4% |
| Participation rate | 23.1% | 78.2%-55.2pp | 75.6%-52.5pp | 82.8%-59.8pp |
| Annual return | 26.08% | 27.06%-1.0pp | 4.60%+21.5pp | 578.59%-552.5pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $829 | $4,195-80.2% | $3,548-76.6% | $5,439-84.7% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |