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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 | $23,685 | $99,994-76.3% | $146,647-83.8% | $85,851-72.4% |
| Participation rate | 30.4% | 73.1%-42.7pp | 80.1%-49.7pp | 69.3%-38.9pp |
| Annual return | 14.56% | 18.93%-4.4pp | 22.75%-8.2pp | 318.63%-304.1pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,634 | $4,006-59.2% | $5,506-70.3% | $3,952-58.6% |
| Admin fee / account holder | $243 | $7,703-96.8% | $10,281-97.6% | $6,261-96.1% |