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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 | $8,208 | $99,994-91.8% | $146,647-94.4% | $85,851-90.4% |
| Participation rate | 11.1% | 73.1%-61.9pp | 80.1%-69.0pp | 69.3%-58.2pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.75%-22.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $878 | $4,006-78.1% | $5,506-84.1% | $3,952-77.8% |
| Admin fee / account holder | $0 | $7,703-100.0% | $10,281-100.0% | $6,261-100.0% |