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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 | $18,506 | $72,177-74.4% | $115,038-83.9% | $59,633-69.0% |
| Participation rate | 25.8% | 72.6%-46.7pp | 81.4%-55.6pp | 68.7%-42.9pp |
| Annual return | -1.11% | 12.02%-13.1pp | 26.14%-27.3pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,037 | $4,783-78.3% | $6,026-82.8% | $3,192-67.5% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |