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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 | $4,721 | $35,183-86.6% | $73,550-93.6% | $70,126-93.3% |
| Participation rate | 20.5% | 42.9%-22.5pp | 54.9%-34.5pp | 69.5%-49.1pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $231 | $1,220-81.1% | $1,804-87.2% | $3,332-93.1% |
| Admin fee / account holder | $14 | $2,302-99.4% | $2,320-99.4% | $4,645-99.7% |