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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 | $13,587 | $71,057-80.9% | $93,654-85.5% | $80,874-83.2% |
| Participation rate | 3.1% | 60.4%-57.3pp | 68.7%-65.6pp | 67.6%-64.5pp |
| Annual return | 15.35% | 11.26%+4.1pp | 133.34%-118.0pp | 35.62%-20.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $231 | $4,034-94.3% | $4,413-94.8% | $4,297-94.6% |
| Admin fee / account holder | $47 | $6,944-99.3% | $8,282-99.4% | $6,935-99.3% |