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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 | $1,716 | $55,713-96.9% | $75,901-97.7% | $72,975-97.6% |
| Participation rate | 34.4% | 61.1%-26.7pp | 69.3%-34.9pp | 69.5%-35.1pp |
| Annual return | 0.00% | 27.60%-27.6pp | 30.76%-30.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $798 | $2,634-69.7% | $3,603-77.9% | $3,608-77.9% |
| Admin fee / account holder | $3 | $3,980-99.9% | $5,420-99.9% | $5,124-99.9% |