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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 | $10,573 | $55,684-81.0% | $75,900-86.1% | $72,976-85.5% |
| Participation rate | 24.1% | 61.1%-37.0pp | 69.3%-45.1pp | 69.5%-45.4pp |
| Annual return | 20.46% | 27.60%-7.1pp | 30.73%-10.3pp | 81.02%-60.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $584 | $2,634-77.8% | $3,604-83.8% | $3,608-83.8% |
| Admin fee / account holder | $0 | $3,981-100.0% | $5,421-100.0% | $5,124-100.0% |