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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 | $2,092 | $43,730-95.2% | $121,220-98.3% | $64,173-96.7% |
| Participation rate | 23.2% | 58.3%-35.2pp | 71.8%-48.6pp | 69.6%-46.4pp |
| Annual return | 0.00% | 68.94%-68.9pp | 16.94%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $707 | $2,281-69.0% | $3,345-78.9% | $3,470-79.6% |
| Admin fee / account holder | $137 | $3,502-96.1% | $5,021-97.3% | $4,887-97.2% |