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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 | $5,579 | $67,411-91.7% | $91,004-93.9% | $70,131-92.0% |
| Participation rate | 20.0% | 71.4%-51.4pp | 75.6%-55.6pp | 69.5%-49.5pp |
| Annual return | 24.67% | -40.16%+64.8pp | 4.60%+20.1pp | 73.14%-48.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $513 | $2,823-81.8% | $3,548-85.5% | $3,332-84.6% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |