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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 | $11,909 | $54,757-78.3% | $90,300-86.8% | $72,983-83.7% |
| Participation rate | 54.8% | 65.1%-10.3pp | 73.3%-18.4pp | 69.5%-14.6pp |
| Annual return | 18.65% | 30.63%-12.0pp | 78.11%-59.5pp | 81.01%-62.4pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $656 | $2,887-77.3% | $3,884-83.1% | $3,608-81.8% |
| Admin fee / account holder | $73 | $3,972-98.2% | $5,353-98.6% | $5,124-98.6% |