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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 | $8,382 | $46,697-82.1% | $117,529-92.9% | $68,490-87.8% |
| Participation rate | 11.6% | 56.8%-45.1pp | 70.6%-59.0pp | 67.9%-56.3pp |
| Annual return | -18.96% | -14.52%-4.4pp | 29.77%-48.7pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $285 | $2,637-89.2% | $4,072-93.0% | $4,028-92.9% |
| Admin fee / account holder | $21 | $4,023-99.5% | $5,645-99.6% | $5,403-99.6% |