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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 | $22,617 | $62,583-63.9% | $76,767-70.5% | $64,173-64.8% |
| Participation rate | 2.9% | 72.8%-70.0pp | 77.0%-74.1pp | 69.6%-66.7pp |
| Annual return | -2.85% | -1.95%-0.9pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $16 | $3,145-99.5% | $3,852-99.6% | $3,470-99.5% |
| Admin fee / account holder | $236 | $4,667-94.9% | $6,675-96.5% | $4,887-95.2% |