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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 | $22,926 | $106,524-78.5% | $152,301-84.9% | $87,485-73.8% |
| Participation rate | 62.7% | 75.8%-13.1pp | 82.4%-19.8pp | 68.9%-6.3pp |
| Annual return | 19.66% | 26.89%-7.2pp | 80.50%-60.8pp | 26.06%-6.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,185 | $6,525-66.5% | $8,004-72.7% | $4,274-48.9% |
| Admin fee / account holder | $83 | $8,287-99.0% | $14,398-99.4% | $7,775-98.9% |