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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 | $12,514 | $106,524-88.3% | $152,301-91.8% | $87,485-85.7% |
| Participation rate | 28.0% | 75.8%-47.8pp | 82.4%-54.4pp | 68.9%-40.9pp |
| Annual return | 17.70% | 26.89%-9.2pp | 80.50%-62.8pp | 26.06%-8.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,019 | $6,525-84.4% | $8,004-87.3% | $4,274-76.1% |
| Admin fee / account holder | $93 | $8,287-98.9% | $14,398-99.4% | $7,775-98.8% |