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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 | $15,108 | $100,194-84.9% | $122,979-87.7% | $86,983-82.6% |
| Participation rate | 47.4% | 73.0%-25.6pp | 77.2%-29.8pp | 69.5%-22.2pp |
| Annual return | 18.82% | 16.47%+2.3pp | 20.12%-1.3pp | 25.83%-7.0pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $963 | $4,133-76.7% | $5,003-80.7% | $4,194-77.0% |
| Admin fee / account holder | $57 | $10,148-99.4% | $12,864-99.6% | $7,856-99.3% |