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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 | $94,031-79.5% | $115,768-83.3% | $82,448-76.6% |
| Participation rate | 3.3% | 70.4%-67.1pp | 74.4%-71.1pp | 68.1%-64.7pp |
| Annual return | 20.10% | 20.61%-0.5pp | 100.46%-80.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $165 | $3,972-95.8% | $4,917-96.6% | $4,139-96.0% |
| Admin fee / account holder | $69 | $10,249-99.3% | $12,439-99.4% | $7,234-99.1% |