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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 | $13,487 | $72,177-81.3% | $115,038-88.3% | $59,633-77.4% |
| Participation rate | 43.2% | 72.6%-29.3pp | 81.4%-38.1pp | 68.7%-25.4pp |
| Annual return | -1.05% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,210 | $4,783-74.7% | $6,026-79.9% | $3,192-62.1% |
| Admin fee / account holder | $125 | $4,927-97.5% | $8,175-98.5% | $4,297-97.1% |