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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 | $24,313 | $107,421-77.4% | $182,262-86.7% | $94,015-74.1% |
| Participation rate | 37.8% | 77.8%-39.9pp | 84.2%-46.4pp | 70.8%-33.0pp |
| Annual return | 19.10% | 21.32%-2.2pp | 140.60%-121.5pp | 17.84%+1.3pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,246 | $6,558-81.0% | $8,276-84.9% | $4,249-70.7% |
| Admin fee / account holder | $41 | $8,692-99.5% | $16,712-99.8% | $8,951-99.5% |