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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 | $24,296 | $104,098-76.7% | $140,514-82.7% | $94,015-74.2% |
| Participation rate | 50.0% | 73.7%-23.7pp | 77.8%-27.8pp | 70.8%-20.8pp |
| Annual return | 15.11% | 15.14%0pp | 14.36%+0.8pp | 17.84%-2.7pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,799 | $4,033-55.4% | $4,919-63.4% | $4,249-57.7% |
| Admin fee / account holder | $213 | $10,439-98.0% | $13,697-98.4% | $8,951-97.6% |