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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 | $10,940 | $153,769-92.9% | $133,975-91.8% | $273,972-96.0% |
| Participation rate | 37.5% | 88.4%-50.9pp | 87.1%-49.6pp | 83.0%-45.5pp |
| Annual return | 8.52% | 36.51%-28.0pp | 29.29%-20.8pp | 41.46%-32.9pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $846 | $6,958-87.8% | $6,282-86.5% | $5,287-84.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |