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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 | $12,252 | $97,550-87.4% | $120,344-89.8% | $87,485-86.0% |
| Participation rate | 45.2% | 72.8%-27.7pp | 76.7%-31.5pp | 68.9%-23.8pp |
| Annual return | 18.99% | 18.41%+0.6pp | 20.30%-1.3pp | 26.06%-7.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,940 | $4,230-54.1% | $5,135-62.2% | $4,274-54.6% |
| Admin fee / account holder | $0 | $9,543-100.0% | $12,742-100.0% | $7,775-100.0% |