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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 | $9,350 | $69,977-86.6% | $108,582-91.4% | $62,881-85.1% |
| Participation rate | 15.8% | 72.9%-57.1pp | 79.6%-63.8pp | 69.3%-53.5pp |
| Annual return | 9.50% | 10.73%-1.2pp | -51.70%+61.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $378 | $3,165-88.1% | $4,311-91.2% | $3,203-88.2% |
| Admin fee / account holder | $18 | $5,076-99.6% | $7,645-99.8% | $4,296-99.6% |