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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 | $29,766 | $97,550-69.5% | $120,344-75.3% | $87,485-66.0% |
| Participation rate | 27.6% | 72.8%-45.2pp | 76.7%-49.1pp | 68.9%-41.3pp |
| Annual return | 13.43% | 18.41%-5.0pp | 20.30%-6.9pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,163 | $4,230-72.5% | $5,135-77.3% | $4,274-72.8% |
| Admin fee / account holder | $32 | $9,543-99.7% | $12,742-99.7% | $7,775-99.6% |