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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 | $9,039 | $69,977-87.1% | $108,582-91.7% | $62,881-85.6% |
| Participation rate | 12.9% | 72.9%-60.0pp | 79.6%-66.6pp | 69.3%-56.4pp |
| Annual return | 10.30% | 10.73%-0.4pp | -51.70%+62.0pp | 20.14%-9.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $597 | $3,165-81.1% | $4,311-86.1% | $3,203-81.3% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |