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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 | $26,588 | $101,950-73.9% | $125,529-78.8% | $86,983-69.4% |
| Participation rate | 27.7% | 70.2%-42.5pp | 74.7%-47.1pp | 69.5%-41.9pp |
| Annual return | 17.47% | 18.29%-0.8pp | 202.56%-185.1pp | 25.83%-8.4pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $664 | $3,862-82.8% | $4,813-86.2% | $4,194-84.2% |
| Admin fee / account holder | $34 | $12,791-99.7% | $16,298-99.8% | $7,856-99.6% |