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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 | $17,803 | $77,472-77.0% | $100,415-82.3% | $80,959-78.0% |
| Participation rate | 24.5% | 76.9%-52.5pp | 81.5%-57.0pp | 67.7%-43.2pp |
| Annual return | 0.00% | 37.26%-37.3pp | 49.47%-49.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $927 | $6,818-86.4% | $8,091-88.5% | $4,300-78.4% |
| Admin fee / account holder | $5 | $5,885-99.9% | $7,906-99.9% | $6,925-99.9% |