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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 | $12,411 | $98,766-87.4% | $149,730-91.7% | $79,852-84.5% |
| Participation rate | 15.9% | 75.8%-59.9pp | 82.5%-66.6pp | 69.6%-53.8pp |
| Annual return | 28.05% | 27.43%+0.6pp | 276.70%-248.7pp | 31.72%-3.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,251 | $5,681-78.0% | $6,843-81.7% | $3,740-66.5% |
| Admin fee / account holder | $224 | $6,052-96.3% | $9,310-97.6% | $5,306-95.8% |