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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 | $15,422 | $60,396-74.5% | $111,392-86.2% | $56,289-72.6% |
| Participation rate | 32.4% | 72.4%-40.0pp | 78.9%-46.5pp | 69.9%-37.5pp |
| Annual return | 0.00% | 20.26%-20.3pp | -2.06%+2.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $3,459-100.0% | $4,328-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $957 | $4,421-78.4% | $5,567-82.8% | $3,350-71.4% |
| Admin fee / account holder | $0 | $610-100.0% | $12,266-100.0% | $521-100.0% |