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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 | $10,808 | $50,554-78.6% | $67,681-84.0% | $87,485-87.6% |
| Participation rate | 16.1% | 67.7%-51.6pp | 73.7%-57.6pp | 68.9%-52.8pp |
| Annual return | 21.68% | 17.81%+3.9pp | 590.58%-568.9pp | 26.06%-4.4pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $213 | $2,961-92.8% | $3,976-94.6% | $4,274-95.0% |
| Admin fee / account holder | $40 | $4,132-99.0% | $6,100-99.3% | $7,775-99.5% |