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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 | $19,749 | $98,240-79.9% | $82,312-76.0% | $147,586-86.6% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.8pp | 82.8%-25.7pp |
| Annual return | 12.59% | 30.85%-18.3pp | 25.88%-13.3pp | 578.59%-566.0pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,323 | $4,383-69.8% | $3,706-64.3% | $5,439-75.7% |
| Admin fee / account holder | $7 | $8,563-99.9% | $5,608-99.9% | $10,886-99.9% |