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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 | $1,562 | $86,922-98.2% | $102,438-98.5% | $80,874-98.1% |
| Participation rate | 21.1% | 72.4%-51.3pp | 76.5%-55.4pp | 67.6%-46.6pp |
| Annual return | 0.00% | 18.90%-18.9pp | 29.37%-29.4pp | 35.62%-35.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $316 | $4,119-92.3% | $5,054-93.8% | $4,297-92.6% |
| Admin fee / account holder | $0 | $8,050-100.0% | $9,448-100.0% | $6,935-100.0% |