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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 | $10,700 | $84,236-87.3% | $170,435-93.7% | $70,126-84.7% |
| Participation rate | 16.7% | 70.8%-54.2pp | 83.6%-66.9pp | 69.5%-52.9pp |
| Annual return | 24.46% | 23.06%+1.4pp | 205.94%-181.5pp | 73.15%-48.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $519 | $3,086-83.2% | $4,939-89.5% | $3,332-84.4% |
| Admin fee / account holder | $18 | $5,698-99.7% | $13,881-99.9% | $4,645-99.6% |