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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 | $11,734 | $54,541-78.5% | $78,778-85.1% | $70,126-83.3% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 21.26% | 21.07%+0.2pp | 35.62%-14.4pp | 73.15%-51.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $797 | $2,210-63.9% | $2,958-73.1% | $3,332-76.1% |
| Admin fee / account holder | $129 | $3,709-96.5% | $5,134-97.5% | $4,645-97.2% |