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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 | $22,150 | $105,200-78.9% | $159,474-86.1% | $85,847-74.2% |
| Participation rate | 30.8% | 75.8%-45.0pp | 82.8%-52.1pp | 69.3%-38.5pp |
| Annual return | 12.78% | 45.08%-32.3pp | 263.68%-250.9pp | 318.61%-305.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,355 | $5,946-77.2% | $7,353-81.6% | $3,952-65.7% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |