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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 | $10,776 | $64,359-83.3% | $90,161-88.0% | $70,126-84.6% |
| Participation rate | 30.3% | 70.4%-40.1pp | 76.9%-46.6pp | 69.5%-39.2pp |
| Annual return | 15.41% | 28.13%-12.7pp | 34.89%-19.5pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $844 | $4,389-80.8% | $5,287-84.0% | $3,332-74.7% |
| Admin fee / account holder | $237 | $3,945-94.0% | $5,943-96.0% | $4,645-94.9% |