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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 | $23,026 | $101,798-77.4% | $165,071-86.1% | $80,935-71.5% |
| Participation rate | 29.0% | 71.8%-42.8pp | 78.6%-49.6pp | 67.7%-38.6pp |
| Annual return | 14.27% | 16.73%-2.5pp | 70.17%-55.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,607 | $4,476-64.1% | $6,035-73.4% | $4,299-62.6% |
| Admin fee / account holder | $176 | $8,221-97.9% | $12,695-98.6% | $6,924-97.5% |