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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 | $1,565 | $71,872-97.8% | $86,691-98.2% | $68,495-97.7% |
| Participation rate | 57.7% | 72.2%-14.6pp | 76.6%-18.9pp | 67.9%-10.2pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.94%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,010 | $3,779-73.3% | $4,656-78.3% | $4,028-74.9% |
| Admin fee / account holder | $44 | $6,112-99.3% | $7,492-99.4% | $5,403-99.2% |