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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 | $1,810 | $51,466-96.5% | $78,778-97.7% | $62,293-97.1% |
| Participation rate | 2.9% | 59.8%-56.9pp | 69.2%-66.3pp | 69.5%-66.6pp |
| Annual return | 0.00% | 19.96%-20.0pp | 35.62%-35.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $57 | $2,147-97.3% | $2,958-98.1% | $3,169-98.2% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |