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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 | $4,209 | $35,986-88.3% | $77,513-94.6% | $73,493-94.3% |
| Participation rate | 4.0% | 40.8%-36.8pp | 54.2%-50.2pp | 70.7%-66.7pp |
| Annual return | 0.00% | 19.26%-19.3pp | 54.81%-54.8pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $557-100.0% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $248 | $1,198-79.3% | $1,861-86.7% | $3,740-93.4% |
| Admin fee / account holder | $12 | $466-97.5% | $2,859-99.6% | $513-97.7% |