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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 | $17,360 | $99,652-82.6% | $78,778-78.0% | $147,586-88.2% |
| Participation rate | 16.7% | 76.2%-59.6pp | 69.2%-52.5pp | 82.8%-66.2pp |
| Annual return | 19.79% | 47.28%-27.5pp | 35.62%-15.8pp | 578.59%-558.8pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $558 | $3,664-84.8% | $2,958-81.1% | $5,439-89.7% |
| Admin fee / account holder | $136 | $7,155-98.1% | $5,134-97.3% | $10,886-98.7% |