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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 | $2,118 | $62,132-96.6% | $185,861-98.9% | $73,497-97.1% |
| Participation rate | 29.1% | 67.8%-38.7pp | 78.0%-48.9pp | 70.7%-41.6pp |
| Annual return | 0.00% | 20.44%-20.4pp | 35.96%-36.0pp | 28.51%-28.5pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,088-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $621 | $3,711-83.3% | $5,634-89.0% | $3,740-83.4% |
| Admin fee / account holder | $162 | $419-61.2% | $9,503-98.3% | $513-68.4% |