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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 | $2,058 | $63,471-96.8% | $68,808-97.0% | $66,938-96.9% |
| Participation rate | 16.1% | 60.0%-43.9pp | 69.0%-52.9pp | 69.8%-53.7pp |
| Annual return | 0.00% | -8.29%+8.3pp | -6.37%+6.4pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,656-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $222 | $2,946-92.5% | $3,942-94.4% | $4,238-94.8% |
| Admin fee / account holder | $6 | $578-99.0% | $4,936-99.9% | $594-99.0% |