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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 | $13,446 | $78,520-82.9% | $96,576-86.1% | $82,448-83.7% |
| Participation rate | 50.0% | 77.7%-27.7pp | 81.4%-31.4pp | 68.1%-18.1pp |
| Annual return | 15.95% | 41.30%-25.4pp | 38.47%-22.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,782 | $6,754-73.6% | $7,956-77.6% | $4,139-57.0% |
| Admin fee / account holder | $23 | $13,455-99.8% | $11,381-99.8% | $7,234-99.7% |