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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 | $15,827 | $86,940-81.8% | $102,434-84.5% | $80,935-80.4% |
| Participation rate | 33.3% | 72.4%-39.1pp | 76.5%-43.2pp | 67.7%-34.3pp |
| Annual return | 10.92% | 18.89%-8.0pp | 29.46%-18.5pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,211 | $4,121-70.6% | $5,055-76.0% | $4,299-71.8% |
| Admin fee / account holder | $153 | $8,047-98.1% | $9,462-98.4% | $6,924-97.8% |