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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 | $19,232 | $49,471-61.1% | $79,583-75.8% | $66,949-71.3% |
| Participation rate | 8.8% | 61.4%-52.5pp | 69.5%-60.6pp | 69.8%-61.0pp |
| Annual return | -18.22% | 84.30%-102.5pp | 0.16%-18.4pp | 1.57%-19.8pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $377 | $3,160-88.1% | $3,986-90.5% | $4,239-91.1% |
| Admin fee / account holder | $181 | $595-69.5% | $6,835-97.3% | $594-69.4% |