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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 | $18,188 | $101,795-82.1% | $165,100-89.0% | $80,959-77.5% |
| Participation rate | 11.6% | 71.8%-60.2pp | 78.6%-67.0pp | 67.7%-56.0pp |
| Annual return | 17.81% | 16.73%+1.1pp | 70.21%-52.4pp | 35.67%-17.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $579 | $4,476-87.1% | $6,035-90.4% | $4,300-86.5% |
| Admin fee / account holder | $114 | $8,221-98.6% | $12,696-99.1% | $6,925-98.4% |