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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 | $26,168 | $97,648-73.2% | $121,663-78.5% | $87,485-70.1% |
| Participation rate | 20.5% | 70.5%-50.0pp | 74.5%-54.0pp | 68.9%-48.4pp |
| Annual return | 17.64% | 18.03%-0.4pp | 147.54%-129.9pp | 26.06%-8.4pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $532 | $3,923-86.4% | $4,887-89.1% | $4,274-87.6% |
| Admin fee / account holder | $25 | $11,100-99.8% | $14,289-99.8% | $7,775-99.7% |