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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 | $7,489 | $73,863-89.9% | $143,797-94.8% | $68,490-89.1% |
| Participation rate | 15.2% | 66.7%-51.4pp | 80.3%-65.1pp | 67.9%-52.7pp |
| Annual return | -19.28% | 0.91%-20.2pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $660 | $3,385-80.5% | $5,638-88.3% | $4,028-83.6% |
| Admin fee / account holder | $83 | $5,756-98.6% | $14,679-99.4% | $5,403-98.5% |