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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 | $10,094 | $49,025-79.4% | $87,502-88.5% | $62,881-83.9% |
| Participation rate | 24.7% | 64.9%-40.1pp | 73.8%-49.1pp | 69.3%-44.6pp |
| Annual return | 7.20% | 10.02%-2.8pp | 12.21%-5.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $671 | $2,289-70.7% | $3,149-78.7% | $3,203-79.0% |
| Admin fee / account holder | $45 | $4,065-98.9% | $4,221-98.9% | $4,296-98.9% |