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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 | $15,300 | $54,541-71.9% | $78,778-80.6% | $70,126-78.2% |
| Participation rate | 17.4% | 60.8%-43.4pp | 69.2%-51.8pp | 69.5%-52.1pp |
| Annual return | 24.21% | 21.07%+3.1pp | 35.62%-11.4pp | 73.15%-48.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $870 | $2,210-60.7% | $2,958-70.6% | $3,332-73.9% |
| Admin fee / account holder | $228 | $3,709-93.9% | $5,134-95.6% | $4,645-95.1% |