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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 | $18,806 | $99,633-81.1% | $183,328-89.7% | $82,448-77.2% |
| Participation rate | 16.0% | 70.8%-54.8pp | 77.3%-61.3pp | 68.1%-52.1pp |
| Annual return | 20.26% | 17.84%+2.4pp | 29.67%-9.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,055-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $177 | $4,938-96.4% | $6,795-97.4% | $4,139-95.7% |
| Admin fee / account holder | $181 | $9,934-98.2% | $21,427-99.2% | $7,234-97.5% |