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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 | $19,409 | $62,583-69.0% | $76,767-74.7% | $64,173-69.8% |
| Participation rate | 42.6% | 72.8%-30.2pp | 77.0%-34.4pp | 69.6%-27.0pp |
| Annual return | -6.07% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,412 | $3,145-55.1% | $3,852-63.3% | $3,470-59.3% |
| Admin fee / account holder | $160 | $4,667-96.6% | $6,675-97.6% | $4,887-96.7% |