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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 | $17,674 | $64,176-72.5% | $112,263-84.3% | $66,949-73.6% |
| Participation rate | 3.7% | 68.4%-64.7pp | 75.1%-71.4pp | 69.8%-66.1pp |
| Annual return | -16.42% | -13.80%-2.6pp | 27.49%-43.9pp | 1.57%-18.0pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $153 | $3,694-95.8% | $4,729-96.8% | $4,239-96.4% |
| Admin fee / account holder | $198 | $626-68.4% | $6,410-96.9% | $594-66.7% |