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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 | $27,681 | $96,731-71.4% | $123,973-77.7% | $86,983-68.2% |
| Participation rate | 43.4% | 70.0%-26.6pp | 76.7%-33.3pp | 69.5%-26.1pp |
| Annual return | 13.11% | 17.33%-4.2pp | 388.13%-375.0pp | 25.83%-12.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,501 | $4,152-63.8% | $5,247-71.4% | $4,194-64.2% |
| Admin fee / account holder | $217 | $8,722-97.5% | $11,799-98.2% | $7,856-97.2% |