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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 | $31,532 | $149,446-78.9% | $256,809-87.7% | $94,015-66.5% |
| Participation rate | 41.4% | 85.3%-43.9pp | 88.5%-47.2pp | 70.8%-29.4pp |
| Annual return | 21.54% | 17.55%+4.0pp | 32.73%-11.2pp | 17.84%+3.7pp |
| Employer contribution / active EE | $0 | $4,596-100.0% | $7,263-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $837 | $6,491-87.1% | $9,520-91.2% | $4,249-80.3% |
| Admin fee / account holder | $108 | $24,035-99.6% | $25,146-99.6% | $8,951-98.8% |