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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 | $16,400 | $76,112-78.5% | $96,544-83.0% | $71,529-77.1% |
| Participation rate | 35.3% | 74.4%-39.1pp | 76.0%-40.7pp | 67.9%-32.6pp |
| Annual return | 22.06% | 22.80%-0.7pp | 25.88%-3.8pp | 28.97%-6.9pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,025 | $4,217-75.7% | $4,851-78.9% | $4,291-76.1% |
| Admin fee / account holder | $234 | $2,708-91.3% | $8,254-97.2% | $1,588-85.2% |