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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 | $4,332 | $35,183-87.7% | $73,545-94.1% | $70,124-93.8% |
| Participation rate | 10.3% | 42.9%-32.6pp | 54.9%-44.6pp | 69.5%-59.2pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $139 | $709-80.4% | $1,219-88.6% | $2,342-94.1% |
| Participant deferral / active EE | $286 | $1,220-76.6% | $1,806-84.2% | $3,332-91.4% |
| Admin fee / account holder | $0 | $2,302-100.0% | $2,320-100.0% | $4,645-100.0% |