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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 | $17,038 | $87,059-80.4% | $105,608-83.9% | $80,925-78.9% |
| Participation rate | 5.9% | 70.4%-64.6pp | 75.3%-69.4pp | 67.7%-61.8pp |
| Annual return | 18.86% | 17.05%+1.8pp | 116.50%-97.6pp | 35.65%-16.8pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $542 | $3,986-86.4% | $5,010-89.2% | $4,299-87.4% |
| Admin fee / account holder | $50 | $8,443-99.4% | $11,028-99.5% | $6,940-99.3% |