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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 | $10,138 | $98,760-89.7% | $149,715-93.2% | $79,858-87.3% |
| Participation rate | 34.6% | 75.8%-41.2pp | 82.5%-47.9pp | 69.6%-35.0pp |
| Annual return | 26.58% | 27.43%-0.9pp | 276.66%-250.1pp | 31.72%-5.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,651 | $5,681-70.9% | $6,842-75.9% | $3,740-55.9% |
| Admin fee / account holder | $190 | $6,053-96.9% | $9,310-98.0% | $5,306-96.4% |