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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 | $5,982 | $54,757-89.1% | $90,300-93.4% | $72,983-91.8% |
| Participation rate | 18.7% | 65.1%-46.5pp | 73.3%-54.6pp | 69.5%-50.8pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.11%-78.1pp | 81.01%-81.0pp |
| Employer contribution / active EE | $330 | $2,092-84.2% | $2,854-88.4% | $2,440-86.5% |
| Participant deferral / active EE | $688 | $2,887-76.2% | $3,884-82.3% | $3,608-80.9% |
| Admin fee / account holder | $236 | $3,972-94.1% | $5,353-95.6% | $5,124-95.4% |