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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 | $1,757 | $71,878-97.6% | $86,698-98.0% | $68,486-97.4% |
| Participation rate | 10.0% | 72.2%-62.2pp | 76.6%-66.6pp | 67.9%-57.9pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.95%-35.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $176 | $3,779-95.3% | $4,656-96.2% | $4,028-95.6% |
| Admin fee / account holder | $2 | $6,113-100.0% | $7,493-100.0% | $5,404-100.0% |