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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 | $11,779 | $65,582-82.0% | $64,097-81.6% | $71,529-83.5% |
| Participation rate | 23.4% | 73.2%-49.8pp | 72.3%-48.9pp | 67.9%-44.5pp |
| Annual return | 18.86% | 18.96%-0.1pp | 33.75%-14.9pp | 28.97%-10.1pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,750-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,192 | $3,628-67.1% | $3,881-69.3% | $4,291-72.2% |
| Admin fee / account holder | $30 | $616-95.1% | $3,070-99.0% | $1,588-98.1% |