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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 | $24,856 | $99,994-75.1% | $146,647-83.1% | $85,851-71.0% |
| Participation rate | 50.0% | 73.1%-23.1pp | 80.1%-30.1pp | 69.3%-19.3pp |
| Annual return | 11.92% | 18.93%-7.0pp | 22.75%-10.8pp | 318.63%-306.7pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $502 | $4,006-87.5% | $5,506-90.9% | $3,952-87.3% |
| Admin fee / account holder | $52 | $7,703-99.3% | $10,281-99.5% | $6,261-99.2% |