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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 | $1,975 | $35,183-94.4% | $73,550-97.3% | $70,126-97.2% |
| Participation rate | 7.6% | 42.9%-35.4pp | 54.9%-47.4pp | 69.5%-62.0pp |
| Annual return | 23.69% | 26.90%-3.2pp | -15.16%+38.8pp | 73.15%-49.5pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $57 | $1,220-95.3% | $1,804-96.8% | $3,332-98.3% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |