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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 | $16,564 | $73,978-77.6% | $96,515-82.8% | $75,173-78.0% |
| Participation rate | 12.7% | 66.4%-53.7pp | 74.3%-61.6pp | 67.2%-54.5pp |
| Annual return | 23.22% | 26.72%-3.5pp | 35.73%-12.5pp | 160.72%-137.5pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $938 | $3,660-74.4% | $4,880-80.8% | $4,126-77.3% |
| Admin fee / account holder | $51 | $5,219-99.0% | $6,735-99.2% | $5,651-99.1% |