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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 | $13,267 | $126,661-89.5% | $113,397-88.3% | $138,895-90.4% |
| Participation rate | 59.1% | 79.4%-20.3pp | 76.5%-17.4pp | 79.9%-20.8pp |
| Annual return | 25.88% | 25.05%+0.8pp | 23.20%+2.7pp | 145.39%-119.5pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,721 | $5,693-69.8% | $5,076-66.1% | $6,396-73.1% |
| Admin fee / account holder | $249 | $14,549-98.3% | $11,957-97.9% | $12,562-98.0% |