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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 | $24,485 | $78,423-68.8% | $95,964-74.5% | $79,856-69.3% |
| Participation rate | 63.6% | 73.5%-9.9pp | 77.1%-13.4pp | 69.6%-6.0pp |
| Annual return | 22.98% | 19.37%+3.6pp | 91.64%-68.7pp | 31.71%-8.7pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,424 | $3,440-58.6% | $4,167-65.8% | $3,741-61.9% |
| Admin fee / account holder | $19 | $5,622-99.7% | $6,797-99.7% | $5,306-99.6% |