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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 | $21,217 | $73,009-70.9% | $90,760-76.6% | $68,486-69.0% |
| Participation rate | 22.2% | 70.8%-48.6pp | 75.7%-53.5pp | 67.9%-45.7pp |
| Annual return | -18.07% | -13.81%-4.3pp | -12.16%-5.9pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $305 | $3,626-91.6% | $4,565-93.3% | $4,028-92.4% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,444-100.0% | $5,404-100.0% |