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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 | $19,226 | $105,200-81.7% | $159,474-87.9% | $85,847-77.6% |
| Participation rate | 15.2% | 75.8%-60.6pp | 82.8%-67.7pp | 69.3%-54.2pp |
| Annual return | 20.74% | 45.08%-24.3pp | 263.68%-242.9pp | 318.61%-297.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,542 | $5,946-74.1% | $7,353-79.0% | $3,952-61.0% |
| Admin fee / account holder | $214 | $6,934-96.9% | $10,802-98.0% | $6,261-96.6% |