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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 | $9,197 | $138,312-93.4% | $122,979-92.5% | $155,188-94.1% |
| Participation rate | 57.9% | 80.2%-22.3pp | 77.2%-19.3pp | 80.8%-22.9pp |
| Annual return | 19.80% | 22.06%-2.3pp | 20.12%-0.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $887 | $5,592-84.1% | $5,003-82.3% | $6,531-86.4% |
| Admin fee / account holder | $20 | $15,089-99.9% | $12,864-99.8% | $14,480-99.9% |