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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 | $12,041 | $84,236-85.7% | $170,435-92.9% | $70,126-82.8% |
| Participation rate | 9.1% | 70.8%-61.7pp | 83.6%-74.5pp | 69.5%-60.4pp |
| Annual return | 24.56% | 23.06%+1.5pp | 205.94%-181.4pp | 73.15%-48.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $389 | $3,086-87.4% | $4,939-92.1% | $3,332-88.3% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |