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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 | $11,394 | $117,846-90.3% | $102,434-88.9% | $145,884-92.2% |
| Participation rate | 25.0% | 78.6%-53.6pp | 76.5%-51.5pp | 80.3%-55.3pp |
| Annual return | 11.13% | 31.90%-20.8pp | 29.46%-18.3pp | 551.85%-540.7pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $552 | $5,733-90.4% | $5,055-89.1% | $6,690-91.8% |
| Admin fee / account holder | $48 | $13,356-99.6% | $9,462-99.5% | $13,392-99.6% |