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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 | $7,399 | $65,960-88.8% | $81,844-91.0% | $77,736-90.5% |
| Participation rate | 10.7% | 65.8%-55.0pp | 72.4%-61.6pp | 70.6%-59.9pp |
| Annual return | 0.00% | 26.64%-26.6pp | 778.87%-778.9pp | 31.26%-31.3pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,916-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $425 | $3,505-87.9% | $4,323-90.2% | $4,651-90.9% |
| Admin fee / account holder | $180 | $526-65.8% | $7,355-97.6% | $433-58.5% |