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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 | $17,387 | $81,504-78.7% | $102,437-83.0% | $80,959-78.5% |
| Participation rate | 29.0% | 66.9%-37.8pp | 74.5%-45.5pp | 67.7%-38.6pp |
| Annual return | 13.26% | 25.60%-12.3pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $769 | $3,871-80.1% | $5,060-84.8% | $4,300-82.1% |
| Admin fee / account holder | $191 | $6,719-97.2% | $8,388-97.7% | $6,925-97.2% |