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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 | $11,108 | $48,300-77.0% | $40,145,923-100.0% | $62,881-82.3% |
| Participation rate | 10.7% | 62.0%-51.3pp | 68.4%-57.7pp | 69.3%-58.6pp |
| Annual return | 8.19% | 6.95%+1.2pp | 5.24%+3.0pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $103 | $2,388-95.7% | $2,591-96.0% | $3,203-96.8% |
| Admin fee / account holder | $0 | $2,919-100.0% | $2,903-100.0% | $4,296-100.0% |