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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 | $11,697 | $77,638-84.9% | $156,551-92.5% | $62,881-81.4% |
| Participation rate | 20.0% | 71.2%-51.2pp | 84.0%-64.0pp | 69.3%-49.3pp |
| Annual return | 42.17% | 50.33%-8.2pp | 32.23%+9.9pp | 20.14%+22.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $629 | $3,046-79.4% | $4,871-87.1% | $3,203-80.4% |
| Admin fee / account holder | $118 | $5,561-97.9% | $13,028-99.1% | $4,296-97.3% |