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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 | $16,787 | $92,219-81.8% | $76,768-78.1% | $135,379-87.6% |
| Participation rate | 27.3% | 79.8%-52.5pp | 77.0%-49.7pp | 82.6%-55.4pp |
| Annual return | -8.42% | 5.46%-13.9pp | 2.43%-10.9pp | 519.79%-528.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,102 | $4,508-75.6% | $3,852-71.4% | $5,609-80.4% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |