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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 | $12,424 | $78,705-84.2% | $117,860-89.5% | $70,124-82.3% |
| Participation rate | 24.0% | 73.2%-49.2pp | 79.7%-55.7pp | 69.5%-45.6pp |
| Annual return | 15.18% | 23.30%-8.1pp | 335.10%-319.9pp | 73.14%-58.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $478 | $3,297-85.5% | $4,482-89.3% | $3,332-85.7% |
| Admin fee / account holder | $54 | $5,065-98.9% | $8,021-99.3% | $4,645-98.8% |