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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 | $7,199 | $40,275-82.1% | $57,356-87.4% | $59,633-87.9% |
| Participation rate | 32.7% | 69.1%-36.4pp | 75.1%-42.4pp | 68.7%-35.9pp |
| Annual return | 0.18% | 27.52%-27.3pp | 24.41%-24.2pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $502 | $1,921-73.9% | $2,689-81.3% | $2,203-77.2% |
| Participant deferral / active EE | $561 | $2,400-76.6% | $3,162-82.2% | $3,192-82.4% |
| Admin fee / account holder | $181 | $2,820-93.6% | $3,357-94.6% | $4,297-95.8% |