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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 | $24,028 | $69,977-65.7% | $108,582-77.9% | $62,881-61.8% |
| Participation rate | 34.3% | 72.9%-38.6pp | 79.6%-45.3pp | 69.3%-35.0pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $947 | $3,165-70.1% | $4,311-78.0% | $3,203-70.4% |
| Admin fee / account holder | $9 | $5,076-99.8% | $7,645-99.9% | $4,296-99.8% |