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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 | $22,466 | $76,371-70.6% | $93,621-76.0% | $72,976-69.2% |
| Participation rate | 53.3% | 71.8%-18.4pp | 75.8%-22.5pp | 69.5%-16.2pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $483 | $3,538-86.4% | $4,070-88.1% | $3,608-86.6% |
| Admin fee / account holder | $98 | $6,839-98.6% | $7,890-98.8% | $5,124-98.1% |