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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 | $18,847 | $136,307-86.2% | $106,619-82.3% | $273,972-93.1% |
| Participation rate | 57.1% | 84.8%-27.6pp | 78.0%-20.9pp | 83.0%-25.9pp |
| Annual return | 26.07% | 11.05%+15.0pp | 9.42%+16.6pp | 41.46%-15.4pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,240 | $4,969-75.1% | $3,930-68.5% | $5,287-76.6% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |