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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 | $2,481 | $48,050-94.8% | $85,969-97.1% | $59,633-95.8% |
| Participation rate | 47.4% | 64.5%-17.1pp | 76.5%-29.2pp | 68.7%-21.3pp |
| Annual return | 0.00% | 0.29%-0.3pp | 9.32%-9.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $600 | $1,640-63.4% | $3,474-82.7% | $2,203-72.8% |
| Participant deferral / active EE | $651 | $2,249-71.0% | $3,829-83.0% | $3,192-79.6% |
| Admin fee / account holder | $106 | $3,206-96.7% | $6,053-98.2% | $4,297-97.5% |