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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 | $2,835 | $70,667-96.0% | $123,105-97.7% | $52,331-94.6% |
| Participation rate | 18.6% | 83.7%-65.1pp | 86.8%-68.2pp | 68.1%-49.5pp |
| Annual return | 0.00% | 6.23%-6.2pp | 13.22%-13.2pp | 4.54%-4.5pp |
| Employer contribution / active EE | $0 | $2,946-100.0% | $5,151-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $436 | $4,493-90.3% | $6,229-93.0% | $3,022-85.6% |
| Admin fee / account holder | $52 | $506-89.7% | $9,014-99.4% | $592-91.2% |