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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 | $4,684 | $73,848-93.7% | $143,799-96.7% | $68,486-93.2% |
| Participation rate | 15.4% | 66.7%-51.3pp | 80.3%-64.9pp | 67.9%-52.5pp |
| Annual return | -3.69% | 0.91%-4.6pp | -0.04%-3.6pp | -7.85%+4.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $531 | $3,385-84.3% | $5,638-90.6% | $4,028-86.8% |
| Admin fee / account holder | $124 | $5,755-97.8% | $14,677-99.2% | $5,404-97.7% |