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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 | $11,381 | $78,705-85.5% | $117,857-90.3% | $70,131-83.8% |
| Participation rate | 13.6% | 73.2%-59.6pp | 79.7%-66.0pp | 69.5%-55.9pp |
| Annual return | 22.59% | 23.30%-0.7pp | 335.09%-312.5pp | 73.14%-50.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $802 | $3,297-75.7% | $4,482-82.1% | $3,332-75.9% |
| Admin fee / account holder | $283 | $5,065-94.4% | $8,020-96.5% | $4,645-93.9% |