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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 | $12,251 | $80,983-84.9% | $96,544-87.3% | $75,177-83.7% |
| Participation rate | 15.9% | 71.8%-55.9pp | 76.0%-60.1pp | 67.2%-51.3pp |
| Annual return | 19.73% | 27.05%-7.3pp | 25.88%-6.2pp | 160.75%-141.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $707 | $3,929-82.0% | $4,851-85.4% | $4,126-82.9% |
| Admin fee / account holder | $43 | $6,717-99.4% | $8,254-99.5% | $5,651-99.2% |