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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 | $16,816 | $60,352-72.1% | $74,185-77.3% | $62,881-73.3% |
| Participation rate | 18.2% | 72.7%-54.5pp | 76.6%-58.4pp | 69.3%-51.1pp |
| Annual return | 13.35% | 21.37%-8.0pp | 17.74%-4.4pp | 20.14%-6.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $641 | $2,856-77.6% | $3,550-82.0% | $3,203-80.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |