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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 | $20,549 | $79,955-74.3% | $98,450-79.1% | $75,181-72.7% |
| Participation rate | 44.8% | 70.4%-25.5pp | 75.2%-30.3pp | 67.2%-22.4pp |
| Annual return | 16.82% | 19.75%-2.9pp | 21.16%-4.3pp | 160.69%-143.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $970 | $3,752-74.2% | $4,739-79.5% | $4,126-76.5% |
| Admin fee / account holder | $227 | $6,841-96.7% | $8,961-97.5% | $5,650-96.0% |