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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 | $19,048 | $254,759-92.5% | $216,567-91.2% | $198,609-90.4% |
| Participation rate | 52.9% | 84.5%-31.6pp | 81.6%-28.7pp | 82.4%-29.4pp |
| Annual return | 10.85% | 10.04%+0.8pp | 12.94%-2.1pp | 202.70%-191.9pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,991 | $6,948-71.3% | $6,191-67.8% | $6,977-71.5% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |