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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 | $19,777 | $86,922-77.2% | $102,438-80.7% | $80,874-75.5% |
| Participation rate | 55.9% | 72.4%-16.5pp | 76.5%-20.6pp | 67.6%-11.8pp |
| Annual return | 10.74% | 18.90%-8.2pp | 29.37%-18.6pp | 35.62%-24.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,705 | $4,119-58.6% | $5,054-66.3% | $4,297-60.3% |
| Admin fee / account holder | $53 | $8,050-99.3% | $9,448-99.4% | $6,935-99.2% |