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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 | $19,978 | $176,794-88.7% | $146,647-86.4% | $167,553-88.1% |
| Participation rate | 57.1% | 83.6%-26.5pp | 80.1%-22.9pp | 82.1%-25.0pp |
| Annual return | 14.59% | 24.04%-9.4pp | 22.75%-8.2pp | 478.89%-464.3pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,942 | $6,440-69.8% | $5,506-64.7% | $6,343-69.4% |
| Admin fee / account holder | $78 | $13,262-99.4% | $10,281-99.2% | $12,316-99.4% |