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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 | $36,300 | $143,969-74.8% | $199,883-81.8% | $82,637-56.1% |
| Participation rate | 31.1% | 84.1%-53.0pp | 86.8%-55.7pp | 68.1%-36.9pp |
| Annual return | 16.51% | 25.67%-9.2pp | 43.81%-27.3pp | 53.51%-37.0pp |
| Employer contribution / active EE | $0 | $4,632-100.0% | $6,261-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,365 | $6,937-65.9% | $9,138-74.1% | $4,126-42.7% |
| Admin fee / account holder | $73 | $14,597-99.5% | $17,268-99.6% | $7,339-99.0% |