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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 | $15,143 | $65,084-76.7% | $67,681-77.6% | $64,340-76.5% |
| Participation rate | 15.7% | 66.7%-51.1pp | 73.7%-58.0pp | 55.2%-39.6pp |
| Annual return | 19.27% | 20.50%-1.2pp | 590.58%-571.3pp | 24.14%-4.9pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $418 | $3,210-87.0% | $3,976-89.5% | $2,980-86.0% |
| Admin fee / account holder | $241 | $1,415-83.0% | $6,100-96.0% | $3,703-93.5% |