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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 | $7,955 | $76,551-89.6% | $123,894-93.6% | $62,881-87.3% |
| Participation rate | 16.7% | 73.0%-56.3pp | 81.4%-64.7pp | 69.3%-52.6pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $500 | $2,882-82.7% | $4,617-89.2% | $2,281-78.1% |
| Participant deferral / active EE | $811 | $4,840-83.2% | $5,984-86.4% | $3,203-74.7% |
| Admin fee / account holder | $11 | $4,826-99.8% | $8,357-99.9% | $4,296-99.7% |