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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 | $74,535-89.9% | $100,712-92.5% | $82,637-90.9% |
| Participation rate | 40.7% | 61.2%-20.4pp | 69.3%-28.5pp | 68.1%-27.3pp |
| Annual return | 16.82% | 18.92%-2.1pp | 33.27%-16.5pp | 53.51%-36.7pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,133 | $3,074-63.1% | $4,085-72.3% | $4,126-72.5% |
| Admin fee / account holder | $0 | $6,576-100.0% | $9,256-100.0% | $7,339-100.0% |