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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 | $3,502 | $153,769-97.7% | $133,975-97.4% | $273,972-98.7% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.1%-42.6pp | 83.0%-38.6pp |
| Annual return | 16.01% | 36.51%-20.5pp | 29.29%-13.3pp | 41.46%-25.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,302 | $6,958-81.3% | $6,282-79.3% | $5,287-75.4% |
| Admin fee / account holder | $165 | $11,765-98.6% | $9,324-98.2% | $10,133-98.4% |