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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 | $2,141 | $64,729-96.7% | $112,263-98.1% | $68,490-96.9% |
| Participation rate | 15.9% | 67.2%-51.3pp | 75.1%-59.2pp | 67.9%-52.0pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $383 | $3,566-89.3% | $4,729-91.9% | $4,028-90.5% |
| Admin fee / account holder | $205 | $5,222-96.1% | $6,410-96.8% | $5,403-96.2% |