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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 | $8,527 | $61,356-86.1% | $149,696-94.3% | $71,511-88.1% |
| Participation rate | 39.3% | 62.5%-23.3pp | 78.8%-39.5pp | 67.9%-28.7pp |
| Annual return | 13.70% | 35.86%-22.2pp | 134.46%-120.8pp | 28.86%-15.2pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $569 | $2,920-80.5% | $5,682-90.0% | $4,291-86.7% |
| Admin fee / account holder | $262 | $1,263-79.3% | $13,212-98.0% | $1,588-83.5% |