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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 | $2,969 | $64,176-95.4% | $112,249-97.4% | $66,938-95.6% |
| Participation rate | 12.5% | 68.4%-55.9pp | 75.1%-62.6pp | 69.8%-57.3pp |
| Annual return | 0.00% | -13.80%+13.8pp | 27.48%-27.5pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $65 | $3,694-98.3% | $4,729-98.6% | $4,238-98.5% |
| Admin fee / account holder | $0 | $626-100.0% | $6,412-100.0% | $594-100.0% |