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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 | $4,144 | $56,200-92.6% | $67,653-93.9% | $59,633-93.1% |
| Participation rate | 36.2% | 71.5%-35.3pp | 75.7%-39.5pp | 68.7%-32.5pp |
| Annual return | -2.33% | 18506.71%-18509.0pp | 6625.22%-6627.5pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $343 | $2,843-87.9% | $3,560-90.4% | $3,192-89.3% |
| Admin fee / account holder | $205 | $3,959-94.8% | $4,821-95.8% | $4,297-95.2% |