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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 | $16,948 | $106,864-84.1% | $147,318-88.5% | $82,637-79.5% |
| Participation rate | 37.8% | 75.5%-37.7pp | 82.1%-44.3pp | 68.1%-30.3pp |
| Annual return | 18.67% | 27.49%-8.8pp | 70.43%-51.8pp | 53.51%-34.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,777 | $6,496-72.6% | $7,906-77.5% | $4,126-56.9% |
| Admin fee / account holder | $192 | $8,415-97.7% | $13,708-98.6% | $7,339-97.4% |