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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 | $19,066 | $65,034-70.7% | $90,970-79.0% | $79,856-76.1% |
| Participation rate | 18.2% | 61.6%-43.4pp | 69.0%-50.8pp | 69.6%-51.5pp |
| Annual return | 0.00% | 30.45%-30.5pp | 134.60%-134.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $580 | $2,512-76.9% | $3,373-82.8% | $3,741-84.5% |
| Admin fee / account holder | $178 | $4,536-96.1% | $5,961-97.0% | $5,306-96.7% |