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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 | $20,688 | $99,994-79.3% | $146,643-85.9% | $85,847-75.9% |
| Participation rate | 28.6% | 73.1%-44.5pp | 80.1%-51.5pp | 69.3%-40.7pp |
| Annual return | 18.23% | 18.93%-0.7pp | 22.75%-4.5pp | 318.61%-300.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,012 | $4,006-74.7% | $5,506-81.6% | $3,952-74.4% |
| Admin fee / account holder | $138 | $7,703-98.2% | $10,280-98.7% | $6,261-97.8% |