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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 | $2,416 | $35,183-93.1% | $73,550-96.7% | $70,126-96.6% |
| Participation rate | 44.9% | 42.9%+2.0pp | 54.9%-10.0pp | 69.5%-24.6pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $185 | $709-73.9% | $1,219-84.8% | $2,343-92.1% |
| Participant deferral / active EE | $254 | $1,220-79.2% | $1,804-85.9% | $3,332-92.4% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |