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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 | $20,303 | $106,864-81.0% | $147,318-86.2% | $82,637-75.4% |
| Participation rate | 13.5% | 75.5%-62.0pp | 82.1%-68.6pp | 68.1%-54.5pp |
| Annual return | 26.69% | 27.49%-0.8pp | 70.43%-43.7pp | 53.51%-26.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,032 | $6,496-84.1% | $7,906-86.9% | $4,126-75.0% |
| Admin fee / account holder | $67 | $8,415-99.2% | $13,708-99.5% | $7,339-99.1% |