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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 | $13,718 | $99,345-86.2% | $84,753-83.8% | $273,972-95.0% |
| Participation rate | 26.1% | 80.7%-54.6pp | 76.6%-50.5pp | 83.0%-56.9pp |
| Annual return | 8.74% | 22.93%-14.2pp | 22.78%-14.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $998 | $4,214-76.3% | $3,574-72.1% | $4,869-79.5% |
| Participant deferral / active EE | $870 | $4,270-79.6% | $3,712-76.6% | $5,287-83.5% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |