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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 | $2,619 | $88,042-97.0% | $138,135-98.1% | $79,856-96.7% |
| Participation rate | 10.3% | 71.4%-61.1pp | 78.7%-68.4pp | 69.6%-59.3pp |
| Annual return | 0.00% | 20.58%-20.6pp | 20.51%-20.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $5,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $246 | $4,704-94.8% | $6,431-96.2% | $3,741-93.4% |
| Admin fee / account holder | $0 | $7,791-100.0% | $11,856-100.0% | $5,306-100.0% |