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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 | $17,430 | $110,137-84.2% | $161,149-89.2% | $82,637-78.9% |
| Participation rate | 37.9% | 72.4%-34.4pp | 78.8%-40.9pp | 68.1%-30.1pp |
| Annual return | 22.45% | 20.69%+1.8pp | 21.16%+1.3pp | 53.51%-31.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,479 | $4,575-67.7% | $6,153-76.0% | $4,126-64.1% |
| Admin fee / account holder | $0 | $9,467-100.0% | $15,194-100.0% | $7,339-100.0% |