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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 | $22,828 | $81,208-71.9% | $98,910-76.9% | $79,860-71.4% |
| Participation rate | 6.0% | 72.5%-66.5pp | 76.0%-70.0pp | 69.6%-63.6pp |
| Annual return | 18.04% | 60.99%-42.9pp | 196.44%-178.4pp | 31.72%-13.7pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $83 | $3,265-97.5% | $4,244-98.1% | $3,740-97.8% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |