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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 | $12,274 | $99,994-87.7% | $146,647-91.6% | $85,851-85.7% |
| Participation rate | 25.9% | 73.1%-47.1pp | 80.1%-54.1pp | 69.3%-43.4pp |
| Annual return | 18.54% | 18.93%-0.4pp | 22.75%-4.2pp | 318.63%-300.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $896 | $4,006-77.6% | $5,506-83.7% | $3,952-77.3% |
| Admin fee / account holder | $11 | $7,703-99.9% | $10,281-99.9% | $6,261-99.8% |