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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 | $12,482 | $69,012-81.9% | $160,009-92.2% | $68,486-81.8% |
| Participation rate | 23.7% | 65.4%-41.7pp | 78.0%-54.3pp | 67.9%-44.2pp |
| Annual return | -18.45% | -9.65%-8.8pp | 408.85%-427.3pp | -7.85%-10.6pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,011 | $4,212-76.0% | $6,183-83.6% | $4,028-74.9% |
| Admin fee / account holder | $0 | $4,798-100.0% | $8,715-100.0% | $5,404-100.0% |