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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 | $973 | $54,239-98.2% | $70,098-98.6% | $68,495-98.6% |
| Participation rate | 23.9% | 64.5%-40.6pp | 70.5%-46.6pp | 67.9%-44.0pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.76%-190.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $233 | $2,957-92.1% | $3,849-94.0% | $4,028-94.2% |
| Admin fee / account holder | $1 | $4,691-100.0% | $6,266-100.0% | $5,403-100.0% |