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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 | $23,884 | $59,535-59.9% | $90,161-73.5% | $62,293-61.7% |
| Participation rate | 15.0% | 73.0%-58.0pp | 76.9%-61.8pp | 69.5%-54.5pp |
| Annual return | 26.98% | 23.53%+3.5pp | 34.89%-7.9pp | 28.90%-1.9pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,324 | $4,639-71.5% | $5,287-75.0% | $3,169-58.2% |
| Admin fee / account holder | $0 | $337-100.0% | $5,943-100.0% | $479-100.0% |