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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 | $8,758 | $68,852-87.3% | $120,524-92.7% | $80,925-89.2% |
| Participation rate | 3.1% | 61.6%-58.5pp | 71.9%-68.8pp | 67.7%-64.5pp |
| Annual return | 20.44% | 23.67%-3.2pp | 107.36%-86.9pp | 35.65%-15.2pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $142 | $3,187-95.5% | $4,994-97.2% | $4,299-96.7% |
| Admin fee / account holder | $0 | $5,781-100.0% | $9,440-100.0% | $6,940-100.0% |