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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 | $28,939 | $138,386-79.1% | $184,260-84.3% | $80,935-64.2% |
| Participation rate | 4.9% | 83.9%-79.0pp | 86.8%-81.9pp | 67.7%-62.8pp |
| Annual return | 18.45% | 20.02%-1.6pp | 28.84%-10.4pp | 35.66%-17.2pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,180 | $7,076-83.3% | $9,133-87.1% | $4,299-72.5% |
| Admin fee / account holder | $110 | $10,489-99.0% | $13,898-99.2% | $6,924-98.4% |