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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 | $17,584 | $96,731-81.8% | $123,973-85.8% | $86,983-79.8% |
| Participation rate | 17.6% | 70.0%-52.4pp | 76.7%-59.0pp | 69.5%-51.9pp |
| Annual return | 14.93% | 17.33%-2.4pp | 388.13%-373.2pp | 25.83%-10.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $825 | $4,152-80.1% | $5,247-84.3% | $4,194-80.3% |
| Admin fee / account holder | $254 | $8,722-97.1% | $11,799-97.8% | $7,856-96.8% |