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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 | $17,532 | $77,574-77.4% | $108,753-83.9% | $86,983-79.8% |
| Participation rate | 8.8% | 62.3%-53.5pp | 71.1%-62.3pp | 69.5%-60.7pp |
| Annual return | 16.66% | 18.42%-1.8pp | 37.47%-20.8pp | 25.83%-9.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $322 | $3,128-89.7% | $4,115-92.2% | $4,194-92.3% |
| Admin fee / account holder | $68 | $6,529-99.0% | $10,320-99.3% | $7,856-99.1% |