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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 | $29,673 | $123,793-76.0% | $177,840-83.3% | $79,852-62.8% |
| Participation rate | 16.7% | 84.7%-68.0pp | 87.7%-71.1pp | 69.6%-53.0pp |
| Annual return | 19.66% | 22.82%-3.2pp | 48.32%-28.7pp | 31.72%-12.1pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,002 | $5,956-83.2% | $7,714-87.0% | $3,740-73.2% |
| Admin fee / account holder | $100 | $7,243-98.6% | $12,431-99.2% | $5,306-98.1% |