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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 | $11,845 | $86,940-86.4% | $102,434-88.4% | $80,935-85.4% |
| Participation rate | 2.7% | 72.4%-69.7pp | 76.5%-73.8pp | 67.7%-65.0pp |
| Annual return | 15.70% | 18.89%-3.2pp | 29.46%-13.8pp | 35.66%-20.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $218 | $4,121-94.7% | $5,055-95.7% | $4,299-94.9% |
| Admin fee / account holder | $44 | $8,047-99.5% | $9,462-99.5% | $6,924-99.4% |