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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 | $5,019 | $59,819-91.6% | $79,583-93.7% | $68,490-92.7% |
| Participation rate | 10.8% | 61.1%-50.3pp | 69.5%-58.7pp | 67.9%-57.1pp |
| Annual return | -19.19% | -12.30%-6.9pp | 0.16%-19.3pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $211 | $3,025-93.0% | $3,986-94.7% | $4,028-94.8% |
| Admin fee / account holder | $19 | $4,835-99.6% | $6,835-99.7% | $5,403-99.7% |