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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 | $19,304 | $98,240-80.4% | $82,312-76.5% | $147,586-86.9% |
| Participation rate | 45.0% | 79.7%-34.7pp | 76.9%-31.9pp | 82.8%-37.8pp |
| Annual return | 15.97% | 30.85%-14.9pp | 25.88%-9.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $353 | $4,383-92.0% | $3,706-90.5% | $5,439-93.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |