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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 | $17,796 | $80,992-78.0% | $96,534-81.6% | $75,173-76.3% |
| Participation rate | 28.9% | 71.8%-42.9pp | 76.0%-47.1pp | 67.2%-38.3pp |
| Annual return | 16.61% | 27.05%-10.4pp | 25.88%-9.3pp | 160.72%-144.1pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,285 | $3,929-67.3% | $4,851-73.5% | $4,126-68.9% |
| Admin fee / account holder | $137 | $6,717-98.0% | $8,253-98.3% | $5,651-97.6% |