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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 | $7,059 | $72,486-90.3% | $87,103-91.9% | $72,976-90.3% |
| Participation rate | 13.5% | 72.8%-59.3pp | 76.9%-63.4pp | 69.5%-56.0pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $638 | $3,270-80.5% | $4,049-84.2% | $3,608-82.3% |
| Admin fee / account holder | $16 | $5,055-99.7% | $7,491-99.8% | $5,124-99.7% |