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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 | $13,206 | $47,944-72.5% | $67,834-80.5% | $62,881-79.0% |
| Participation rate | 23.3% | 61.1%-37.7pp | 68.8%-45.5pp | 69.3%-46.0pp |
| Annual return | 8.79% | 11.77%-3.0pp | 138.47%-129.7pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $210 | $2,247-90.7% | $3,160-93.4% | $3,203-93.5% |
| Admin fee / account holder | $0 | $3,712-100.0% | $4,622-100.0% | $4,296-100.0% |