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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 | $2,878 | $54,590-94.7% | $81,726-96.5% | $73,497-96.1% |
| Participation rate | 8.5% | 68.3%-59.8pp | 72.0%-63.5pp | 70.7%-62.2pp |
| Annual return | 0.00% | 17.74%-17.7pp | 29.49%-29.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,311-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $268 | $2,759-90.3% | $7,108-96.2% | $3,740-92.8% |
| Admin fee / account holder | $2 | $592-99.7% | $5,160-100.0% | $513-99.6% |