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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 | $14,632 | $64,729-77.4% | $112,263-87.0% | $68,490-78.6% |
| Participation rate | 11.3% | 67.2%-55.9pp | 75.1%-63.8pp | 67.9%-56.6pp |
| Annual return | -14.24% | -11.40%-2.8pp | 27.49%-41.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $371 | $3,566-89.6% | $4,729-92.2% | $4,028-90.8% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |