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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 | $23,149 | $91,559-74.7% | $133,959-82.7% | $79,858-71.0% |
| Participation rate | 30.8% | 73.3%-42.6pp | 79.8%-49.1pp | 69.6%-38.9pp |
| Annual return | 13.38% | 61.85%-48.5pp | 45.09%-31.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,382 | $3,734-63.0% | $5,047-72.6% | $3,740-63.0% |
| Admin fee / account holder | $243 | $6,321-96.2% | $8,928-97.3% | $5,306-95.4% |