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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 | $8,983 | $52,678-82.9% | $75,784-88.1% | $59,633-84.9% |
| Participation rate | 20.0% | 67.2%-47.2pp | 75.8%-55.8pp | 68.7%-48.7pp |
| Annual return | -1.78% | 2.95%-4.7pp | 9.68%-11.5pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $562 | $2,591-78.3% | $3,652-84.6% | $3,192-82.4% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |