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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 | $16,617 | $56,894-70.8% | $84,753-80.4% | $62,881-73.6% |
| Participation rate | 55.7% | 68.5%-12.9pp | 76.6%-20.9pp | 69.3%-13.6pp |
| Annual return | 6.99% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $987 | $2,709-63.6% | $3,712-73.4% | $3,203-69.2% |
| Admin fee / account holder | $205 | $3,581-94.3% | $5,333-96.2% | $4,296-95.2% |