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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 | $12,083 | $78,707-84.6% | $117,861-89.7% | $70,126-82.8% |
| Participation rate | 57.5% | 73.2%-15.7pp | 79.7%-22.2pp | 69.5%-12.1pp |
| Annual return | 15.27% | 23.30%-8.0pp | 335.11%-319.8pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $778 | $3,297-76.4% | $4,482-82.6% | $3,332-76.6% |
| Admin fee / account holder | $98 | $5,066-98.1% | $8,021-98.8% | $4,645-97.9% |