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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 | $10,713 | $69,977-84.7% | $108,582-90.1% | $62,881-83.0% |
| Participation rate | 22.2% | 72.9%-50.7pp | 79.6%-57.3pp | 69.3%-47.1pp |
| Annual return | 6.08% | 10.73%-4.6pp | -51.70%+57.8pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $789 | $3,165-75.1% | $4,311-81.7% | $3,203-75.4% |
| Admin fee / account holder | $42 | $5,076-99.2% | $7,645-99.5% | $4,296-99.0% |