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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 | $12,776 | $62,672-79.6% | $185,117-93.1% | $70,126-81.8% |
| Participation rate | 35.9% | 63.8%-27.9pp | 77.3%-41.4pp | 69.5%-33.6pp |
| Annual return | 23.37% | 40.79%-17.4pp | 40.50%-17.1pp | 73.15%-49.8pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $777 | $3,272-76.3% | $5,045-84.6% | $3,332-76.7% |
| Admin fee / account holder | $276 | $3,932-93.0% | $8,159-96.6% | $4,645-94.0% |