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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 | $11,048 | $115,931-90.5% | $185,441-94.0% | $86,983-87.3% |
| Participation rate | 29.0% | 73.6%-44.6pp | 80.3%-51.2pp | 69.5%-40.5pp |
| Annual return | 19.90% | 21.47%-1.6pp | 20.16%-0.3pp | 25.83%-5.9pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $989 | $4,551-78.3% | $6,152-83.9% | $4,194-76.4% |
| Admin fee / account holder | $74 | $10,687-99.3% | $17,890-99.6% | $7,856-99.1% |