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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 | $11,140 | $76,834-85.5% | $108,359-89.7% | $87,485-87.3% |
| Participation rate | 23.4% | 61.7%-38.3pp | 70.1%-46.7pp | 68.9%-45.5pp |
| Annual return | 13.61% | 19.09%-5.5pp | 36.89%-23.3pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,232 | $3,100-60.3% | $4,137-70.2% | $4,274-71.2% |
| Admin fee / account holder | $298 | $6,537-95.4% | $9,741-96.9% | $7,775-96.2% |