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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 | $6,697 | $41,981-84.0% | $63,412-89.4% | $59,633-88.8% |
| Participation rate | 47.3% | 60.3%-13.0pp | 67.1%-19.8pp | 68.7%-21.4pp |
| Annual return | -1.07% | 13.04%-14.1pp | 4.04%-5.1pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $1,287-100.0% | $1,814-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $442 | $2,002-77.9% | $2,496-82.3% | $3,192-86.1% |
| Admin fee / account holder | $13 | $3,509-99.6% | $3,753-99.7% | $4,297-99.7% |