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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 | $17,905 | $64,501-72.2% | $108,753-83.5% | $65,306-72.6% |
| Participation rate | 33.3% | 50.8%-17.5pp | 71.1%-37.8pp | 57.7%-24.3pp |
| Annual return | 11.23% | 21.09%-9.9pp | 37.47%-26.2pp | 21.94%-10.7pp |
| Employer contribution / active EE | $0 | $1,069-100.0% | $2,427-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $736 | $2,401-69.3% | $4,115-82.1% | $2,959-75.1% |
| Admin fee / account holder | $230 | $4,971-95.4% | $10,320-97.8% | $3,480-93.4% |