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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 | $13,348 | $45,566-70.7% | $64,105-79.2% | $59,633-77.6% |
| Participation rate | 33.9% | 60.2%-26.2pp | 68.2%-34.2pp | 68.7%-34.7pp |
| Annual return | -0.10% | 4.95%-5.1pp | 791.24%-791.3pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $502 | $2,057-75.6% | $2,822-82.2% | $3,192-84.3% |
| Admin fee / account holder | $43 | $3,268-98.7% | $4,499-99.1% | $4,297-99.0% |