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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 | $4,505 | $42,909-89.5% | $60,906-92.6% | $68,486-93.4% |
| Participation rate | 17.9% | 66.8%-48.9pp | 73.1%-55.2pp | 67.9%-50.0pp |
| Annual return | -18.17% | -13.99%-4.2pp | 16.94%-35.1pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $441 | $2,866-84.6% | $3,814-88.4% | $4,028-89.1% |
| Admin fee / account holder | $17 | $3,104-99.5% | $3,227-99.5% | $5,404-99.7% |