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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 | $3,094 | $53,162-94.2% | $91,225-96.6% | $68,486-95.5% |
| Participation rate | 29.7% | 63.2%-33.5pp | 73.2%-43.5pp | 67.9%-38.2pp |
| Annual return | 0.00% | -3.14%+3.1pp | 114.12%-114.1pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $891 | $2,974-70.0% | $4,233-79.0% | $4,028-77.9% |
| Admin fee / account holder | $2 | $4,493-100.0% | $5,422-100.0% | $5,404-100.0% |