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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 | $7,744 | $98,776-92.2% | $149,745-94.8% | $79,856-90.3% |
| Participation rate | 32.0% | 75.8%-43.8pp | 82.5%-50.5pp | 69.6%-37.6pp |
| Annual return | 19.59% | 27.38%-7.8pp | 276.72%-257.1pp | 31.71%-12.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,639 | $5,681-71.2% | $6,843-76.0% | $3,741-56.2% |
| Admin fee / account holder | $242 | $6,053-96.0% | $9,312-97.4% | $5,306-95.4% |