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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 | $198 | $51,895-99.6% | $93,063-99.8% | $79,634-99.8% |
| Participation rate | 18.1% | 52.6%-34.5pp | 72.1%-54.1pp | 62.5%-44.4pp |
| Annual return | 0.00% | 18.14%-18.1pp | 34.15%-34.2pp | 36.46%-36.5pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $2,476-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $41 | $2,964-98.6% | $3,958-99.0% | $3,835-98.9% |
| Admin fee / account holder | $0 | $657-100.0% | $6,033-100.0% | $1,002-100.0% |