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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 | $14,625 | $138,386-89.4% | $184,260-92.1% | $80,935-81.9% |
| Participation rate | 17.9% | 83.9%-66.0pp | 86.8%-69.0pp | 67.7%-49.8pp |
| Annual return | 14.41% | 20.02%-5.6pp | 28.84%-14.4pp | 35.66%-21.2pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,814 | $7,076-74.4% | $9,133-80.1% | $4,299-57.8% |
| Admin fee / account holder | $282 | $10,489-97.3% | $13,898-98.0% | $6,924-95.9% |