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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 | $12,469 | $63,433-80.3% | $63,803-80.5% | $64,097-80.5% |
| Participation rate | 7.3% | 65.0%-57.7pp | 72.7%-65.4pp | 55.2%-47.9pp |
| Annual return | 21.57% | 20.74%+0.8pp | 543.72%-522.2pp | 34.64%-13.1pp |
| Employer contribution / active EE | $0 | $2,332-100.0% | $2,532-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $108 | $3,119-96.5% | $3,843-97.2% | $3,080-96.5% |
| Admin fee / account holder | $47 | $1,489-96.8% | $5,196-99.1% | $3,454-98.6% |