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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 | $16,675 | $71,230-76.6% | $93,727-82.2% | $80,959-79.4% |
| Participation rate | 12.5% | 60.4%-47.9pp | 68.7%-56.2pp | 67.7%-55.2pp |
| Annual return | 11.13% | 11.26%-0.1pp | 133.83%-122.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $281 | $4,037-93.0% | $4,417-93.6% | $4,300-93.5% |
| Admin fee / account holder | $151 | $6,961-97.8% | $8,292-98.2% | $6,925-97.8% |