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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 | $8,540 | $68,880-87.6% | $120,580-92.9% | $80,959-89.5% |
| Participation rate | 19.2% | 61.7%-42.5pp | 72.0%-52.7pp | 67.7%-48.4pp |
| Annual return | 0.00% | 23.68%-23.7pp | 107.48%-107.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $685 | $2,066-66.9% | $3,469-80.3% | $2,757-75.2% |
| Participant deferral / active EE | $1,008 | $3,191-68.4% | $4,995-79.8% | $4,300-76.6% |
| Admin fee / account holder | $167 | $5,785-97.1% | $9,418-98.2% | $6,925-97.6% |