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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 | $12,181 | $80,992-85.0% | $96,534-87.4% | $75,173-83.8% |
| Participation rate | 53.3% | 71.8%-18.5pp | 76.0%-22.6pp | 67.2%-13.9pp |
| Annual return | 14.63% | 27.05%-12.4pp | 25.88%-11.2pp | 160.72%-146.1pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,188 | $3,929-69.8% | $4,851-75.5% | $4,126-71.2% |
| Admin fee / account holder | $283 | $6,717-95.8% | $8,253-96.6% | $5,651-95.0% |