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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 | $19,689 | $76,551-74.3% | $123,894-84.1% | $62,881-68.7% |
| Participation rate | 8.2% | 73.0%-64.8pp | 81.4%-73.2pp | 69.3%-61.1pp |
| Annual return | 17.72% | 18.68%-1.0pp | 47.52%-29.8pp | 20.14%-2.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $832 | $4,840-82.8% | $5,984-86.1% | $3,203-74.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |