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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 | $68,852-87.6% | $120,524-92.9% | $80,925-89.4% |
| Participation rate | 19.2% | 61.6%-42.4pp | 71.9%-52.7pp | 67.7%-48.4pp |
| Annual return | 0.00% | 23.67%-23.7pp | 107.36%-107.4pp | 35.65%-35.6pp |
| Employer contribution / active EE | $685 | $2,063-66.8% | $3,469-80.3% | $2,756-75.2% |
| Participant deferral / active EE | $1,008 | $3,187-68.4% | $4,994-79.8% | $4,299-76.5% |
| Admin fee / account holder | $167 | $5,781-97.1% | $9,440-98.2% | $6,940-97.6% |