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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 | $3,112 | $81,870-96.2% | $119,608-97.4% | $68,495-95.5% |
| Participation rate | 21.6% | 71.9%-50.3pp | 79.3%-57.7pp | 67.9%-46.3pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $677 | $4,148-83.7% | $5,601-87.9% | $4,028-83.2% |
| Admin fee / account holder | $4 | $6,583-99.9% | $10,326-100.0% | $5,403-99.9% |