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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 | $11,083 | $77,472-85.7% | $100,415-89.0% | $80,959-86.3% |
| Participation rate | 52.3% | 76.9%-24.7pp | 81.5%-29.2pp | 67.7%-15.4pp |
| Annual return | 12.75% | 37.26%-24.5pp | 49.47%-36.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,484 | $6,818-78.2% | $8,091-81.7% | $4,300-65.5% |
| Admin fee / account holder | $289 | $5,885-95.1% | $7,906-96.3% | $6,925-95.8% |