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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 | $11,554 | $72,269-84.0% | $101,271-88.6% | $79,852-85.5% |
| Participation rate | 28.8% | 68.5%-39.6pp | 75.8%-47.0pp | 69.6%-40.8pp |
| Annual return | 24.00% | 22.29%+1.7pp | 46.48%-22.5pp | 31.72%-7.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,142 | $3,282-65.2% | $4,371-73.9% | $3,740-69.5% |
| Admin fee / account holder | $226 | $4,401-94.9% | $5,948-96.2% | $5,306-95.7% |