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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 | $17,867 | $50,947-64.9% | $74,551-76.0% | $64,173-72.2% |
| Participation rate | 32.8% | 61.1%-28.3pp | 69.1%-36.4pp | 69.6%-36.8pp |
| Annual return | -7.26% | -1.85%-5.4pp | 32.53%-39.8pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $533 | $2,302-76.9% | $3,108-82.9% | $3,470-84.7% |
| Admin fee / account holder | $59 | $4,221-98.6% | $5,059-98.8% | $4,887-98.8% |