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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 | $16,130 | $93,598-82.8% | $135,974-88.1% | $75,173-78.5% |
| Participation rate | 21.5% | 75.2%-53.7pp | 81.9%-60.4pp | 67.2%-45.7pp |
| Annual return | 20.80% | 30.89%-10.1pp | 68.30%-47.5pp | 160.72%-139.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $698 | $6,405-89.1% | $7,760-91.0% | $4,126-83.1% |
| Admin fee / account holder | $119 | $6,978-98.3% | $10,767-98.9% | $5,651-97.9% |