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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 | $3,105 | $66,431-95.3% | $109,916-97.2% | $85,851-96.4% |
| Participation rate | 21.2% | 63.9%-42.7pp | 74.2%-53.0pp | 69.3%-48.1pp |
| Annual return | 0.00% | 19.59%-19.6pp | 29.46%-29.5pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $1,688-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $650 | $2,844-77.1% | $4,047-83.9% | $3,952-83.6% |
| Admin fee / account holder | $0 | $4,559-100.0% | $6,069-100.0% | $6,261-100.0% |