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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 | $13,236 | $81,258-83.7% | $105,218-87.4% | $59,633-77.8% |
| Participation rate | 8.9% | 75.4%-66.5pp | 77.2%-68.4pp | 68.7%-59.8pp |
| Annual return | -1.00% | 1.96%-3.0pp | 5.33%-6.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,255-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $165 | $3,881-95.8% | $4,867-96.6% | $3,192-94.8% |
| Admin fee / account holder | $239 | $5,841-95.9% | $6,992-96.6% | $4,297-94.4% |