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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 | $22,973 | $93,345-75.4% | $119,126-80.7% | $87,485-73.7% |
| Participation rate | 22.9% | 68.7%-45.9pp | 75.8%-52.9pp | 68.9%-46.1pp |
| Annual return | 19.80% | 19.08%+0.7pp | 282.11%-262.3pp | 26.06%-6.3pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $612 | $4,099-85.1% | $5,318-88.5% | $4,274-85.7% |
| Admin fee / account holder | $89 | $8,039-98.9% | $10,693-99.2% | $7,775-98.9% |