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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 | $20,258 | $65,704-69.2% | $94,229-78.5% | $59,633-66.0% |
| Participation rate | 46.4% | 72.1%-25.7pp | 78.8%-32.3pp | 68.7%-22.2pp |
| Annual return | -0.10% | 5.22%-5.3pp | 10.68%-10.8pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $406 | $3,143-87.1% | $4,320-90.6% | $3,192-87.3% |
| Admin fee / account holder | $234 | $4,265-94.5% | $6,269-96.3% | $4,297-94.5% |