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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 | $27,704 | $140,592-80.3% | $123,105-77.5% | $125,389-77.9% |
| Participation rate | 26.3% | 88.2%-61.9pp | 86.8%-60.5pp | 83.2%-56.9pp |
| Annual return | -0.27% | 16.80%-17.1pp | 13.22%-13.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,615 | $6,980-76.9% | $6,229-74.1% | $5,352-69.8% |
| Admin fee / account holder | $13 | $11,198-99.9% | $9,014-99.9% | $9,541-99.9% |