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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 | $19,009 | $98,776-80.8% | $149,745-87.3% | $79,856-76.2% |
| Participation rate | 32.4% | 75.8%-43.4pp | 82.5%-50.1pp | 69.6%-37.3pp |
| Annual return | 15.49% | 27.38%-11.9pp | 276.72%-261.2pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $932 | $5,681-83.6% | $6,843-86.4% | $3,741-75.1% |
| Admin fee / account holder | $95 | $6,053-98.4% | $9,312-99.0% | $5,306-98.2% |