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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 | $10,029 | $69,590-85.6% | $136,867-92.7% | $94,015-89.3% |
| Participation rate | 40.7% | 66.3%-25.6pp | 74.5%-33.8pp | 70.8%-30.1pp |
| Annual return | 18.65% | 19.62%-1.0pp | 42.97%-24.3pp | 17.84%+0.8pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $938 | $3,437-72.7% | $4,924-80.9% | $4,249-77.9% |
| Admin fee / account holder | $118 | $8,912-98.7% | $10,340-98.9% | $8,951-98.7% |