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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 | $9,591 | $215,361-95.5% | $171,082-94.4% | $273,972-96.5% |
| Participation rate | 15.4% | 82.0%-66.6pp | 76.7%-61.3pp | 83.0%-67.6pp |
| Annual return | 19.28% | 25.14%-5.9pp | 32.56%-13.3pp | 41.46%-22.2pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $675 | $5,543-87.8% | $4,797-85.9% | $5,287-87.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |