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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 | $4,401 | $56,339-92.2% | $104,301-95.8% | $68,486-93.6% |
| Participation rate | 4.8% | 63.3%-58.4pp | 73.3%-68.5pp | 67.9%-63.1pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $3,373-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $209 | $3,077-93.2% | $4,626-95.5% | $4,028-94.8% |
| Admin fee / account holder | $0 | $4,902-100.0% | $7,340-100.0% | $5,404-100.0% |