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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 | $16,255 | $77,962-79.2% | $178,540-90.9% | $80,935-79.9% |
| Participation rate | 24.0% | 65.7%-41.7pp | 77.1%-53.1pp | 67.7%-43.7pp |
| Annual return | 11.49% | 18.10%-6.6pp | 27.15%-15.7pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $721 | $4,404-83.6% | $6,281-88.5% | $4,299-83.2% |
| Admin fee / account holder | $27 | $7,156-99.6% | $10,424-99.7% | $6,924-99.6% |