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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 | $21,976 | $78,707-72.1% | $117,861-81.4% | $70,126-68.7% |
| Participation rate | 9.7% | 73.2%-63.5pp | 79.7%-70.0pp | 69.5%-59.9pp |
| Annual return | 17.17% | 23.30%-6.1pp | 335.11%-317.9pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $441 | $3,297-86.6% | $4,482-90.2% | $3,332-86.8% |
| Admin fee / account holder | $42 | $5,066-99.2% | $8,021-99.5% | $4,645-99.1% |