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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 | $142,972-74.6% | $214,702-83.1% | $86,983-58.3% |
| Participation rate | 31.1% | 84.9%-53.7pp | 87.5%-56.4pp | 69.5%-38.4pp |
| Annual return | 16.51% | 18.49%-2.0pp | 54.55%-38.0pp | 25.83%-9.3pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,365 | $6,568-64.0% | $9,147-74.1% | $4,194-43.6% |
| Admin fee / account holder | $73 | $17,617-99.6% | $19,830-99.6% | $7,856-99.1% |