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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 | $6,989 | $71,230-90.2% | $93,727-92.5% | $80,959-91.4% |
| Participation rate | 14.1% | 60.4%-46.3pp | 68.7%-54.6pp | 67.7%-53.6pp |
| Annual return | 18.44% | 11.26%+7.2pp | 133.83%-115.4pp | 35.67%-17.2pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $389 | $4,037-90.4% | $4,417-91.2% | $4,300-91.0% |
| Admin fee / account holder | $0 | $6,961-100.0% | $8,292-100.0% | $6,925-100.0% |