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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 | $16,875 | $87,106-80.6% | $105,607-84.0% | $80,935-79.1% |
| Participation rate | 14.3% | 70.4%-56.2pp | 75.3%-61.0pp | 67.7%-53.4pp |
| Annual return | 12.51% | 17.01%-4.5pp | 116.11%-103.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $497 | $3,986-87.5% | $5,011-90.1% | $4,299-88.4% |
| Admin fee / account holder | $53 | $8,447-99.4% | $10,958-99.5% | $6,924-99.2% |