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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 | $11,655 | $45,050-74.1% | $63,018-81.5% | $70,126-83.4% |
| Participation rate | 15.8% | 69.5%-53.7pp | 74.8%-59.0pp | 69.5%-53.8pp |
| Annual return | 23.96% | 18.76%+5.2pp | 87.62%-63.7pp | 73.15%-49.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $425 | $2,466-82.8% | $3,330-87.2% | $3,332-87.3% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |