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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 | $18,766 | $93,345-79.9% | $119,126-84.2% | $87,485-78.5% |
| Participation rate | 26.9% | 68.7%-41.8pp | 75.8%-48.8pp | 68.9%-42.0pp |
| Annual return | 16.73% | 19.08%-2.3pp | 282.11%-265.4pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $456 | $4,099-88.9% | $5,318-91.4% | $4,274-89.3% |
| Admin fee / account holder | $78 | $8,039-99.0% | $10,693-99.3% | $7,775-99.0% |