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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 | $13,014 | $54,380-76.1% | $68,509-81.0% | $59,633-78.2% |
| Participation rate | 67.8% | 70.2%-2.4pp | 74.7%-6.9pp | 68.7%-0.9pp |
| Annual return | 0.18% | 2.83%-2.7pp | 8.27%-8.1pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $837 | $1,539-45.6% | $2,278-63.3% | $2,203-62.0% |
| Participant deferral / active EE | $938 | $2,643-64.5% | $3,382-72.3% | $3,192-70.6% |
| Admin fee / account holder | $45 | $3,885-98.8% | $5,275-99.2% | $4,297-99.0% |