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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 | $18,686 | $95,453-80.4% | $112,040-83.3% | $82,448-77.3% |
| Participation rate | 13.0% | 72.8%-59.7pp | 76.5%-63.4pp | 68.1%-55.0pp |
| Annual return | 13.51% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $216 | $4,224-94.9% | $5,098-95.8% | $4,139-94.8% |
| Admin fee / account holder | $290 | $9,013-96.8% | $12,098-97.6% | $7,234-96.0% |