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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 | $12,890 | $86,050-85.0% | $189,758-93.2% | $94,015-86.3% |
| Participation rate | 20.5% | 68.9%-48.4pp | 79.8%-59.3pp | 70.8%-50.3pp |
| Annual return | 11.38% | 17.77%-6.4pp | 52.62%-41.2pp | 17.84%-6.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $335 | $3,349-90.0% | $5,856-94.3% | $4,249-92.1% |
| Admin fee / account holder | $7 | $6,627-99.9% | $20,388-100.0% | $8,951-99.9% |