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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 | $9,136 | $81,870-88.8% | $119,634-92.4% | $68,490-86.7% |
| Participation rate | 11.4% | 71.9%-60.5pp | 79.3%-67.8pp | 67.9%-56.5pp |
| Annual return | -18.73% | -23.82%+5.1pp | -14.98%-3.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $543 | $4,148-86.9% | $5,601-90.3% | $4,028-86.5% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,329-100.0% | $5,403-100.0% |