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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 | $17,231 | $117,846-85.4% | $102,434-83.2% | $145,884-88.2% |
| Participation rate | 30.8% | 78.6%-47.9pp | 76.5%-45.7pp | 80.3%-49.5pp |
| Annual return | 13.87% | 31.90%-18.0pp | 29.46%-15.6pp | 551.85%-538.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $943 | $5,733-83.6% | $5,055-81.4% | $6,690-85.9% |
| Admin fee / account holder | $98 | $13,356-99.3% | $9,462-99.0% | $13,392-99.3% |