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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 | $17,883 | $147,556-87.9% | $129,031-86.1% | $198,609-91.0% |
| Participation rate | 31.8% | 77.2%-45.4pp | 73.4%-41.5pp | 82.4%-50.6pp |
| Annual return | 19.23% | 37.41%-18.2pp | 34.67%-15.4pp | 202.70%-183.5pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $331 | $5,760-94.2% | $5,217-93.6% | $6,977-95.2% |
| Admin fee / account holder | $171 | $15,467-98.9% | $13,208-98.7% | $19,030-99.1% |