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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 | $2,952 | $52,306-94.4% | $69,779-95.8% | $62,881-95.3% |
| Participation rate | 36.7% | 67.2%-30.6pp | 71.8%-35.2pp | 69.3%-32.6pp |
| Annual return | 0.00% | 13.35%-13.4pp | 12.99%-13.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $328 | $1,799-81.8% | $2,338-86.0% | $2,281-85.6% |
| Participant deferral / active EE | $716 | $2,395-70.1% | $2,931-75.6% | $3,203-77.6% |
| Admin fee / account holder | $57 | $3,691-98.5% | $4,381-98.7% | $4,296-98.7% |