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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 | $16,791 | $78,672-78.7% | $109,163-84.6% | $85,856-80.4% |
| Participation rate | 42.9% | 68.3%-25.4pp | 75.9%-33.0pp | 69.3%-26.5pp |
| Annual return | 15.44% | 25.09%-9.7pp | 25.75%-10.3pp | 318.58%-303.1pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,331 | $3,467-61.6% | $4,654-71.4% | $3,952-66.3% |
| Admin fee / account holder | $20 | $5,470-99.6% | $6,754-99.7% | $6,261-99.7% |