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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 | $19,739 | $65,703-70.0% | $94,228-79.1% | $59,633-66.9% |
| Participation rate | 23.3% | 72.1%-48.8pp | 78.8%-55.4pp | 68.7%-45.3pp |
| Annual return | -1.18% | 5.22%-6.4pp | 10.68%-11.9pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $413 | $3,143-86.9% | $4,320-90.5% | $3,192-87.1% |
| Admin fee / account holder | $83 | $4,264-98.1% | $6,269-98.7% | $4,297-98.1% |