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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 | $23,066 | $78,428-70.6% | $95,960-76.0% | $79,852-71.1% |
| Participation rate | 36.8% | 73.5%-36.7pp | 77.1%-40.2pp | 69.6%-32.8pp |
| Annual return | 16.36% | 19.37%-3.0pp | 91.63%-75.3pp | 31.72%-15.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $658 | $3,440-80.9% | $4,167-84.2% | $3,740-82.4% |
| Admin fee / account holder | $200 | $5,622-96.4% | $6,797-97.1% | $5,306-96.2% |