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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 | $14,968 | $93,345-84.0% | $119,126-87.4% | $87,485-82.9% |
| Participation rate | 14.3% | 68.7%-54.5pp | 75.8%-61.5pp | 68.9%-54.6pp |
| Annual return | 22.82% | 19.08%+3.7pp | 282.11%-259.3pp | 26.06%-3.2pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $630 | $4,099-84.6% | $5,318-88.1% | $4,274-85.2% |
| Admin fee / account holder | $0 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |