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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 | $17,275 | $91,559-81.1% | $133,978-87.1% | $79,856-78.4% |
| Participation rate | 33.3% | 73.3%-40.0pp | 79.8%-46.5pp | 69.6%-36.3pp |
| Annual return | 24.16% | 61.85%-37.7pp | 45.10%-20.9pp | 31.71%-7.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,329 | $3,734-64.4% | $5,047-73.7% | $3,741-64.5% |
| Admin fee / account holder | $125 | $6,321-98.0% | $8,930-98.6% | $5,306-97.6% |