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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 | $15,485 | $96,562-84.0% | $80,976-80.9% | $273,965-94.3% |
| Participation rate | 57.1% | 79.1%-21.9pp | 75.8%-18.7pp | 83.0%-25.9pp |
| Annual return | 10.94% | 15.14%-4.2pp | 17.10%-6.2pp | 41.45%-30.5pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,251 | $6,597-81.0% | $5,696-78.0% | $5,287-76.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,516-100.0% | $10,132-100.0% |