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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 | $3,609 | $147,167-97.5% | $111,392-96.8% | $135,379-97.3% |
| Participation rate | 26.7% | 84.0%-57.4pp | 78.9%-52.2pp | 82.6%-56.0pp |
| Annual return | 0.00% | -4.44%+4.4pp | -2.06%+2.1pp | 519.79%-519.8pp |
| Employer contribution / active EE | $0 | $5,204-100.0% | $4,328-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,039 | $6,565-84.2% | $5,567-81.3% | $5,609-81.5% |
| Admin fee / account holder | $3 | $20,270-100.0% | $12,266-100.0% | $10,828-100.0% |