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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 | $101,950-74.3% | $125,529-79.2% | $86,983-69.9% |
| Participation rate | 20.5% | 70.2%-49.6pp | 74.7%-54.2pp | 69.5%-49.0pp |
| Annual return | 17.64% | 18.29%-0.7pp | 202.56%-184.9pp | 25.83%-8.2pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $532 | $3,862-86.2% | $4,813-88.9% | $4,194-87.3% |
| Admin fee / account holder | $25 | $12,791-99.8% | $16,298-99.8% | $7,856-99.7% |