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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 | $11,678 | $46,697-75.0% | $117,533-90.1% | $68,486-82.9% |
| Participation rate | 18.6% | 56.8%-38.1pp | 70.6%-52.0pp | 67.9%-49.2pp |
| Annual return | 1.03% | -14.52%+15.5pp | 29.77%-28.7pp | -7.85%+8.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $478 | $2,637-81.9% | $4,072-88.3% | $4,028-88.1% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,647-100.0% | $5,404-100.0% |