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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 | $19,302 | $101,950-81.1% | $125,529-84.6% | $86,983-77.8% |
| Participation rate | 3.3% | 70.2%-66.8pp | 74.7%-71.4pp | 69.5%-66.2pp |
| Annual return | 20.10% | 18.29%+1.8pp | 202.56%-182.5pp | 25.83%-5.7pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $165 | $3,862-95.7% | $4,813-96.6% | $4,194-96.1% |
| Admin fee / account holder | $69 | $12,791-99.5% | $16,298-99.6% | $7,856-99.1% |