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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 | $11,104 | $69,977-84.1% | $108,582-89.8% | $62,881-82.3% |
| Participation rate | 29.3% | 72.9%-43.5pp | 79.6%-50.2pp | 69.3%-40.0pp |
| Annual return | 8.51% | 10.73%-2.2pp | -51.70%+60.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,191 | $3,165-62.4% | $4,311-72.4% | $3,203-62.8% |
| Admin fee / account holder | $86 | $5,076-98.3% | $7,645-98.9% | $4,296-98.0% |