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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 | $2,064 | $72,177-97.1% | $115,038-98.2% | $59,633-96.5% |
| Participation rate | 62.5% | 72.6%-10.1pp | 81.4%-18.9pp | 68.7%-6.2pp |
| Annual return | -0.40% | 12.02%-12.4pp | 26.14%-26.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $979 | $4,783-79.5% | $6,026-83.8% | $3,192-69.3% |
| Admin fee / account holder | $97 | $4,927-98.0% | $8,175-98.8% | $4,297-97.8% |