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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 | $10,347 | $103,392-90.0% | $87,104-88.1% | $152,897-93.2% |
| Participation rate | 52.6% | 79.4%-26.7pp | 76.9%-24.2pp | 82.5%-29.8pp |
| Annual return | 22.22% | 28.10%-5.9pp | 28.19%-6.0pp | 345.43%-323.2pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,499 | $4,778-68.6% | $4,048-63.0% | $5,851-74.4% |
| Admin fee / account holder | $10 | $12,194-99.9% | $7,491-99.9% | $11,599-99.9% |