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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 | $3,338 | $60,396-94.5% | $111,392-97.0% | $56,289-94.1% |
| Participation rate | 35.4% | 72.4%-37.0pp | 78.9%-43.4pp | 69.9%-34.4pp |
| 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 | $1,388 | $4,421-68.6% | $5,567-75.1% | $3,350-58.6% |
| Admin fee / account holder | $5 | $610-99.2% | $12,266-100.0% | $521-99.1% |