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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 | $2,489 | $79,955-96.9% | $98,461-97.5% | $75,173-96.7% |
| Participation rate | 35.1% | 70.4%-35.3pp | 75.2%-40.1pp | 67.2%-32.1pp |
| Annual return | 0.00% | 19.75%-19.7pp | 21.17%-21.2pp | 160.72%-160.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,097 | $3,752-70.8% | $4,738-76.8% | $4,126-73.4% |
| Admin fee / account holder | $135 | $6,841-98.0% | $8,961-98.5% | $5,651-97.6% |