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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 | $2,646 | $34,634-92.4% | $77,081-96.6% | $64,814-95.9% |
| Participation rate | 15.6% | 49.8%-34.2pp | 67.9%-52.3pp | 71.5%-55.9pp |
| Annual return | -12.01% | -5.31%-6.7pp | 42.33%-54.3pp | 32.84%-44.9pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $2,813-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $465 | $2,553-81.8% | $4,428-89.5% | $4,310-89.2% |
| Admin fee / account holder | $187 | $178+4.8% | $5,427-96.6% | $188-0.5% |