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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 | $1,741 | $46,697-96.3% | $117,533-98.5% | $68,486-97.5% |
| Participation rate | 17.1% | 56.8%-39.6pp | 70.6%-53.5pp | 67.9%-50.8pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $358 | $2,637-86.4% | $4,072-91.2% | $4,028-91.1% |
| Admin fee / account holder | $18 | $4,023-99.6% | $5,647-99.7% | $5,404-99.7% |