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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 | $12,382 | $117,904-89.5% | $102,457-87.9% | $145,978-91.5% |
| Participation rate | 11.1% | 78.6%-67.5pp | 76.5%-65.4pp | 80.3%-69.2pp |
| Annual return | 16.81% | 31.80%-15.0pp | 29.41%-12.6pp | 550.52%-533.7pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $523 | $5,733-90.9% | $5,054-89.6% | $6,690-92.2% |
| Admin fee / account holder | $43 | $13,329-99.7% | $9,451-99.5% | $13,400-99.7% |