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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 | $2,919 | $108,825-97.3% | $156,181-98.1% | $82,448-96.5% |
| Participation rate | 25.3% | 72.4%-47.1pp | 78.8%-53.6pp | 68.1%-42.8pp |
| Annual return | 0.00% | 20.59%-20.6pp | 64.87%-64.9pp | 41.64%-41.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $518 | $4,577-88.7% | $6,132-91.5% | $4,139-87.5% |
| Admin fee / account holder | $238 | $9,341-97.5% | $14,586-98.4% | $7,234-96.7% |