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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 | $12,101 | $131,835-90.8% | $108,582-88.9% | $273,972-95.6% |
| Participation rate | 28.6% | 83.5%-54.9pp | 79.6%-51.0pp | 83.0%-54.4pp |
| Annual return | 18.78% | -91.57%+110.3pp | -51.70%+70.5pp | 41.46%-22.7pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,282 | $5,127-75.0% | $4,311-70.3% | $5,287-75.7% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |