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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 | $7,984 | $55,457-85.6% | $77,361-89.7% | $94,015-91.5% |
| Participation rate | 26.9% | 69.8%-42.9pp | 75.0%-48.0pp | 70.8%-43.9pp |
| Annual return | 12.71% | 15.57%-2.9pp | 1011.54%-998.8pp | 17.84%-5.1pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $510 | $3,069-83.4% | $3,911-87.0% | $4,249-88.0% |
| Admin fee / account holder | $0 | $4,334-100.0% | $5,894-100.0% | $8,951-100.0% |