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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 | $1,499 | $90,400-98.3% | $186,193-99.2% | $87,485-98.3% |
| Participation rate | 63.1% | 66.2%-3.1pp | 77.1%-14.0pp | 68.9%-5.9pp |
| Annual return | 0.00% | 22.15%-22.1pp | 78.03%-78.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,010 | $4,330-76.7% | $6,513-84.5% | $4,274-76.4% |
| Admin fee / account holder | $1 | $8,673-100.0% | $11,058-100.0% | $7,775-100.0% |