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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 | $6,926 | $49,177-85.9% | $79,467-91.3% | $64,173-89.2% |
| Participation rate | 35.5% | 65.0%-29.5pp | 73.3%-37.8pp | 69.6%-34.0pp |
| Annual return | -4.34% | -1.16%-3.2pp | 718.30%-722.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $291 | $2,076-86.0% | $2,800-89.6% | $2,381-87.8% |
| Participant deferral / active EE | $314 | $2,821-88.9% | $3,704-91.5% | $3,470-90.9% |
| Admin fee / account holder | $18 | $3,839-99.5% | $5,104-99.6% | $4,887-99.6% |