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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 | $4,288 | $42,909-90.0% | $60,906-93.0% | $68,486-93.7% |
| Participation rate | 10.5% | 66.8%-56.2pp | 73.1%-62.6pp | 67.9%-57.4pp |
| Annual return | -9.52% | -13.99%+4.5pp | 16.94%-26.5pp | -7.85%-1.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $220 | $2,866-92.3% | $3,814-94.2% | $4,028-94.5% |
| Admin fee / account holder | $16 | $3,104-99.5% | $3,227-99.5% | $5,404-99.7% |