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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 | $15,953 | $65,960-75.8% | $81,882-80.5% | $77,762-79.5% |
| Participation rate | 10.4% | 65.8%-55.4pp | 72.4%-62.0pp | 70.6%-60.2pp |
| Annual return | 18.81% | 26.64%-7.8pp | 779.47%-760.7pp | 31.27%-12.5pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $655 | $3,505-81.3% | $4,323-84.8% | $4,651-85.9% |
| Admin fee / account holder | $164 | $526-68.8% | $7,360-97.8% | $433-62.1% |