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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 | $23,573 | $82,032-71.3% | $123,106-80.9% | $59,632-60.5% |
| Participation rate | 21.8% | 83.2%-61.4pp | 86.8%-65.0pp | 68.7%-46.9pp |
| Annual return | 2.27% | 5.12%-2.9pp | 13.22%-11.0pp | 2041.32%-2039.1pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,594 | $4,667-65.8% | $6,229-74.4% | $3,192-50.1% |
| Admin fee / account holder | $254 | $5,881-95.7% | $9,015-97.2% | $4,297-94.1% |