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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 | $11,048 | $110,137-90.0% | $161,149-93.1% | $82,637-86.6% |
| Participation rate | 29.0% | 72.4%-43.3pp | 78.8%-49.8pp | 68.1%-39.0pp |
| Annual return | 19.90% | 20.69%-0.8pp | 21.16%-1.3pp | 53.51%-33.6pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $989 | $4,575-78.4% | $6,153-83.9% | $4,126-76.0% |
| Admin fee / account holder | $74 | $9,467-99.2% | $15,194-99.5% | $7,339-99.0% |