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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 | $138,312-90.4% | $122,979-89.2% | $155,188-91.5% |
| Participation rate | 59.1% | 80.2%-21.1pp | 77.2%-18.1pp | 80.8%-21.7pp |
| Annual return | 25.88% | 22.06%+3.8pp | 20.12%+5.8pp | 148.84%-123.0pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,721 | $5,592-69.2% | $5,003-65.6% | $6,531-73.6% |
| Admin fee / account holder | $249 | $15,089-98.4% | $12,864-98.1% | $14,480-98.3% |