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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 | $3,445 | $63,471-94.6% | $68,803-95.0% | $66,949-94.9% |
| Participation rate | 14.0% | 60.0%-46.0pp | 69.0%-55.0pp | 69.8%-55.8pp |
| Annual return | 0.00% | -8.29%+8.3pp | -6.37%+6.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,656-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $539 | $2,946-81.7% | $3,942-86.3% | $4,239-87.3% |
| Admin fee / account holder | $33 | $578-94.2% | $4,936-99.3% | $594-94.4% |