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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 | $1,601 | $49,763-96.8% | $70,565-97.7% | $74,473-97.9% |
| Participation rate | 5.9% | 64.6%-58.8pp | 68.4%-62.5pp | 70.7%-64.9pp |
| Annual return | 0.00% | 21.21%-21.2pp | 32.79%-32.8pp | 34.36%-34.4pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,976-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $67 | $3,379-98.0% | $4,568-98.5% | $4,530-98.5% |
| Admin fee / account holder | $31 | $316-90.3% | $6,430-99.5% | $347-91.2% |