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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 | $18,698 | $124,346-85.0% | $111,308-83.2% | $167,536-88.8% |
| Participation rate | 42.9% | 79.6%-36.8pp | 77.3%-34.5pp | 82.1%-39.3pp |
| Annual return | 17.12% | 37.45%-20.3pp | 54.67%-37.5pp | 478.82%-461.7pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,391 | $5,182-73.2% | $4,487-69.0% | $6,342-78.1% |
| Admin fee / account holder | $51 | $10,621-99.5% | $7,965-99.4% | $12,315-99.6% |