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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 | $4,562 | $81,870-94.4% | $119,634-96.2% | $68,490-93.3% |
| Participation rate | 44.7% | 71.9%-27.2pp | 79.3%-34.6pp | 67.9%-23.2pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $864 | $2,692-67.9% | $4,232-79.6% | $2,597-66.7% |
| Participant deferral / active EE | $1,382 | $4,148-66.7% | $5,601-75.3% | $4,028-65.7% |
| Admin fee / account holder | $56 | $6,583-99.1% | $10,329-99.5% | $5,403-99.0% |