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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 | $15,993 | $86,949-81.6% | $102,460-84.4% | $80,959-80.2% |
| Participation rate | 50.0% | 72.4%-22.4pp | 76.5%-26.5pp | 67.7%-17.7pp |
| Annual return | 16.74% | 18.89%-2.2pp | 29.47%-12.7pp | 35.67%-18.9pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $934 | $4,121-77.3% | $5,056-81.5% | $4,300-78.3% |
| Admin fee / account holder | $283 | $8,048-96.5% | $9,460-97.0% | $6,925-95.9% |