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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 | $17,021 | $95,762-82.2% | $379,746-95.5% | $79,856-78.7% |
| Participation rate | 23.8% | 74.0%-50.2pp | 78.4%-54.6pp | 69.6%-45.8pp |
| Annual return | 0.00% | 18.26%-18.3pp | 34.90%-34.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $2,695-100.0% | $3,540-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $476 | $4,705-89.9% | $6,024-92.1% | $3,741-87.3% |
| Admin fee / account holder | $64 | $6,745-99.0% | $7,927-99.2% | $5,306-98.8% |