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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 | $15,880 | $48,364-67.2% | $71,796-77.9% | $62,881-74.7% |
| Participation rate | 48.8% | 60.6%-11.8pp | 69.1%-20.3pp | 69.3%-20.5pp |
| Annual return | 11.45% | 13.16%-1.7pp | 78.04%-66.6pp | 20.14%-8.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $524 | $2,091-75.0% | $2,794-81.3% | $3,203-83.7% |
| Admin fee / account holder | $35 | $3,771-99.1% | $4,815-99.3% | $4,296-99.2% |