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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 | $12,362 | $58,523-78.9% | $99,475-87.6% | $72,975-83.1% |
| Participation rate | 4.2% | 64.6%-60.5pp | 73.8%-69.7pp | 69.5%-65.3pp |
| Annual return | 25.54% | 28.51%-3.0pp | 30.72%-5.2pp | 81.01%-55.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $260 | $2,606-90.0% | $3,619-92.8% | $3,608-92.8% |
| Admin fee / account holder | $0 | $4,102-100.0% | $6,252-100.0% | $5,124-100.0% |