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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 | $7,543 | $73,787-89.8% | $98,716-92.4% | $82,448-90.9% |
| Participation rate | 40.7% | 61.4%-20.7pp | 69.3%-28.6pp | 68.1%-27.3pp |
| Annual return | 16.82% | 18.57%-1.7pp | 31.81%-15.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,133 | $3,081-63.2% | $4,048-72.0% | $4,139-72.6% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |