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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 | $20,376 | $64,501-68.4% | $108,753-81.3% | $65,306-68.8% |
| Participation rate | 10.0% | 50.8%-40.8pp | 71.1%-61.1pp | 57.7%-47.7pp |
| Annual return | 15.31% | 21.09%-5.8pp | 37.47%-22.2pp | 21.94%-6.6pp |
| Employer contribution / active EE | $0 | $1,069-100.0% | $2,427-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $399 | $2,401-83.4% | $4,115-90.3% | $2,959-86.5% |
| Admin fee / account holder | $28 | $4,971-99.4% | $10,320-99.7% | $3,480-99.2% |