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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 | $31,532 | $145,431-78.3% | $211,142-85.1% | $87,485-64.0% |
| Participation rate | 41.4% | 84.7%-43.4pp | 87.3%-45.9pp | 68.9%-27.6pp |
| Annual return | 21.54% | 27.21%-5.7pp | 46.84%-25.3pp | 26.06%-4.5pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $837 | $6,859-87.8% | $9,284-91.0% | $4,274-80.4% |
| Admin fee / account holder | $108 | $17,052-99.4% | $19,076-99.4% | $7,775-98.6% |