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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 | $16,721 | $110,212-84.8% | $96,534-82.7% | $139,466-88.0% |
| Participation rate | 64.7% | 78.1%-13.4pp | 76.0%-11.3pp | 80.3%-15.6pp |
| Annual return | 17.54% | 26.42%-8.9pp | 25.88%-8.3pp | 373.66%-356.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,582 | $5,547-71.5% | $4,851-67.4% | $6,712-76.4% |
| Admin fee / account holder | $129 | $11,599-98.9% | $8,253-98.4% | $11,409-98.9% |