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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 | $5,297 | $67,411-92.1% | $91,004-94.2% | $70,126-92.4% |
| Participation rate | 48.0% | 71.4%-23.4pp | 75.6%-27.6pp | 69.5%-21.5pp |
| Annual return | 29.93% | -40.16%+70.1pp | 4.60%+25.3pp | 73.15%-43.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,197 | $2,823-57.6% | $3,548-66.3% | $3,332-64.1% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |