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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 | $3,939 | $85,790-95.4% | $67,313-94.1% | $135,379-97.1% |
| Participation rate | 26.1% | 76.5%-50.4pp | 69.1%-43.0pp | 82.6%-56.6pp |
| Annual return | -7.91% | -0.54%-7.4pp | -4.08%-3.8pp | 519.79%-527.7pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $472 | $4,651-89.9% | $3,568-86.8% | $5,609-91.6% |
| Admin fee / account holder | $46 | $6,392-99.3% | $4,507-99.0% | $10,828-99.6% |