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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 | $10,665 | $72,272-85.2% | $101,264-89.5% | $79,858-86.6% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 17.46% | 22.30%-4.8pp | 46.48%-29.0pp | 31.72%-14.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,052 | $3,282-67.9% | $4,370-75.9% | $3,740-71.9% |
| Admin fee / account holder | $25 | $4,401-99.4% | $5,947-99.6% | $5,306-99.5% |