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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 | $2,102 | $48,267-95.6% | $68,794-96.9% | $68,495-96.9% |
| Participation rate | 20.0% | 60.7%-40.7pp | 69.0%-49.0pp | 67.9%-47.9pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $459 | $2,867-84.0% | $3,941-88.4% | $4,028-88.6% |
| Admin fee / account holder | $146 | $4,362-96.6% | $4,934-97.0% | $5,403-97.3% |