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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 | $7,482 | $81,276-90.8% | $155,574-95.2% | $80,925-90.8% |
| Participation rate | 3.1% | 66.2%-63.1pp | 78.2%-75.1pp | 67.7%-64.5pp |
| Annual return | 16.28% | 33.36%-17.1pp | 64.87%-48.6pp | 35.65%-19.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $112 | $3,453-96.8% | $5,629-98.0% | $4,299-97.4% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |