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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 | $2,977 | $49,255-94.0% | $70,494-95.8% | $79,856-96.3% |
| Participation rate | 21.4% | 69.2%-47.7pp | 75.1%-53.6pp | 69.6%-48.2pp |
| Annual return | 0.00% | 30.10%-30.1pp | 109.16%-109.2pp | 31.71%-31.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $582 | $2,768-79.0% | $3,711-84.3% | $3,741-84.4% |
| Admin fee / account holder | $2 | $2,879-99.9% | $3,848-100.0% | $5,306-100.0% |