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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 | $10,342 | $95,453-89.2% | $112,040-90.8% | $82,448-87.5% |
| Participation rate | 12.9% | 72.8%-59.9pp | 76.5%-63.6pp | 68.1%-55.2pp |
| Annual return | 23.50% | 23.92%-0.4pp | 24.52%-1.0pp | 41.64%-18.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $444 | $4,224-89.5% | $5,098-91.3% | $4,139-89.3% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |