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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 | $3,624 | $65,125-94.4% | $143,797-97.5% | $66,949-94.6% |
| Participation rate | 16.8% | 65.2%-48.4pp | 80.3%-63.5pp | 69.8%-53.0pp |
| Annual return | -17.15% | -11.13%-6.0pp | -0.04%-17.1pp | 1.57%-18.7pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $371 | $2,920-87.3% | $5,638-93.4% | $4,239-91.2% |
| Admin fee / account holder | $124 | $503-75.3% | $14,679-99.2% | $594-79.1% |