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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 | $3,556 | $46,697-92.4% | $117,533-97.0% | $68,486-94.8% |
| Participation rate | 11.1% | 56.8%-45.7pp | 70.6%-59.5pp | 67.9%-56.8pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $321 | $2,637-87.8% | $4,072-92.1% | $4,028-92.0% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,647-100.0% | $5,404-100.0% |