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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 | $34,027 | $123,793-72.5% | $177,840-80.9% | $79,852-57.4% |
| Participation rate | 61.5% | 84.7%-23.1pp | 87.7%-26.2pp | 69.6%-8.1pp |
| Annual return | 12.19% | 22.82%-10.6pp | 48.32%-36.1pp | 31.72%-19.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $440 | $5,956-92.6% | $7,714-94.3% | $3,740-88.2% |
| Admin fee / account holder | $28 | $7,243-99.6% | $12,431-99.8% | $5,306-99.5% |