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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 | $15,362 | $138,386-88.9% | $184,260-91.7% | $80,935-81.0% |
| Participation rate | 31.7% | 83.9%-52.2pp | 86.8%-55.2pp | 67.7%-36.0pp |
| Annual return | 53.47% | 20.02%+33.5pp | 28.84%+24.6pp | 35.66%+17.8pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,039 | $7,076-71.2% | $9,133-77.7% | $4,299-52.6% |
| Admin fee / account holder | $83 | $10,489-99.2% | $13,898-99.4% | $6,924-98.8% |