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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 | $10,664 | $81,840-87.0% | $63,412-83.2% | $125,389-91.5% |
| Participation rate | 45.5% | 73.0%-27.6pp | 67.1%-21.7pp | 83.2%-37.7pp |
| Annual return | -0.92% | -0.10%-0.8pp | 4.04%-5.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $0 | $2,377-100.0% | $1,814-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $464 | $3,064-84.8% | $2,496-81.4% | $5,352-91.3% |
| Admin fee / account holder | $80 | $4,951-98.4% | $3,753-97.9% | $9,541-99.2% |