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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 | $12,757 | $61,356-79.2% | $149,696-91.5% | $71,511-82.2% |
| Participation rate | 8.0% | 62.5%-54.6pp | 78.8%-70.8pp | 67.9%-60.0pp |
| Annual return | 16.79% | 35.86%-19.1pp | 134.46%-117.7pp | 28.86%-12.1pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $221 | $2,920-92.4% | $5,682-96.1% | $4,291-94.9% |
| Admin fee / account holder | $6 | $1,263-99.5% | $13,212-100.0% | $1,588-99.6% |