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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 | $4,859 | $72,177-93.3% | $115,038-95.8% | $59,633-91.9% |
| Participation rate | 62.9% | 72.6%-9.7pp | 81.4%-18.5pp | 68.7%-5.8pp |
| Annual return | 0.53% | 12.02%-11.5pp | 26.14%-25.6pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,090 | $4,783-77.2% | $6,026-81.9% | $3,192-65.8% |
| Admin fee / account holder | $18 | $4,927-99.6% | $8,175-99.8% | $4,297-99.6% |