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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 | $199,109-90.4% | $173,730-89.0% | $154,746-87.7% |
| Participation rate | 52.9% | 82.8%-29.9pp | 79.6%-26.6pp | 80.7%-27.8pp |
| Annual return | 10.85% | 20.02%-9.2pp | 19.96%-9.1pp | 172.34%-161.5pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,991 | $7,113-72.0% | $6,326-68.5% | $6,730-70.4% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |