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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 | $14,694 | $118,496-87.6% | $98,461-85.1% | $139,466-89.5% |
| Participation rate | 22.2% | 77.5%-55.2pp | 75.2%-52.9pp | 80.3%-58.1pp |
| Annual return | 22.20% | 18.96%+3.2pp | 21.17%+1.0pp | 373.66%-351.5pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $662 | $5,393-87.7% | $4,738-86.0% | $6,712-90.1% |
| Admin fee / account holder | $52 | $14,056-99.6% | $8,961-99.4% | $11,409-99.5% |