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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 | $13,875 | $82,523-83.2% | $115,752-88.0% | $70,126-80.2% |
| Participation rate | 16.1% | 74.0%-57.9pp | 77.8%-61.6pp | 69.5%-53.4pp |
| Annual return | 16.44% | 28.22%-11.8pp | 19.41%-3.0pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $252 | $4,062-93.8% | $5,204-95.1% | $3,332-92.4% |
| Admin fee / account holder | $10 | $4,552-99.8% | $6,278-99.8% | $4,645-99.8% |