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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 | $17,430 | $62,686-72.2% | $178,505-90.2% | $77,762-77.6% |
| Participation rate | 10.6% | 66.9%-56.3pp | 77.1%-66.5pp | 70.6%-60.0pp |
| Annual return | 26.44% | 16.16%+10.3pp | 27.16%-0.7pp | 31.27%-4.8pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $3,955-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $567 | $4,224-86.6% | $6,280-91.0% | $4,651-87.8% |
| Admin fee / account holder | $132 | $386-65.9% | $10,428-98.7% | $433-69.6% |