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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 | $1,679 | $50,947-96.7% | $74,549-97.7% | $64,173-97.4% |
| Participation rate | 38.2% | 61.1%-22.8pp | 69.1%-30.9pp | 69.6%-31.3pp |
| Annual return | 0.00% | -1.85%+1.9pp | 32.53%-32.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $217 | $1,115-80.5% | $1,961-88.9% | $2,381-90.9% |
| Participant deferral / active EE | $653 | $2,302-71.6% | $3,108-79.0% | $3,470-81.2% |
| Admin fee / account holder | $80 | $4,221-98.1% | $5,059-98.4% | $4,887-98.4% |