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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 | $7,464 | $65,704-88.6% | $94,229-92.1% | $59,633-87.5% |
| Participation rate | 21.7% | 72.1%-50.5pp | 78.8%-57.1pp | 68.7%-47.0pp |
| Annual return | -0.45% | 5.22%-5.7pp | 10.68%-11.1pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $591 | $3,143-81.2% | $4,320-86.3% | $3,192-81.5% |
| Admin fee / account holder | $292 | $4,265-93.2% | $6,269-95.3% | $4,297-93.2% |