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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 | $7,064 | $45,152-84.4% | $73,835-90.4% | $59,633-88.2% |
| Participation rate | 25.0% | 64.0%-39.0pp | 73.4%-48.4pp | 68.7%-43.7pp |
| Annual return | 0.00% | 27.40%-27.4pp | 2268.13%-2268.1pp | 2041.40%-2041.4pp |
| Employer contribution / active EE | $420 | $1,901-77.9% | $2,788-84.9% | $2,203-80.9% |
| Participant deferral / active EE | $587 | $2,573-77.2% | $3,583-83.6% | $3,192-81.6% |
| Admin fee / account holder | $81 | $3,515-97.7% | $4,880-98.3% | $4,297-98.1% |