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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 | $2,508 | $82,678-97.0% | $125,391-98.0% | $68,490-96.3% |
| Participation rate | 65.1% | 75.1%-9.9pp | 82.4%-17.3pp | 67.9%-2.8pp |
| Annual return | -17.41% | -5.97%-11.4pp | 572.41%-589.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,498 | $6,111-75.5% | $7,448-79.9% | $4,028-62.8% |
| Admin fee / account holder | $265 | $6,277-95.8% | $10,009-97.4% | $5,403-95.1% |