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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 | $2,737 | $59,813-95.4% | $79,580-96.6% | $68,486-96.0% |
| Participation rate | 30.2% | 61.1%-30.8pp | 69.5%-39.3pp | 67.9%-37.7pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.15%-0.2pp | -7.85%+7.9pp |
| Employer contribution / active EE | $375 | $1,505-75.1% | $2,413-84.5% | $2,597-85.6% |
| Participant deferral / active EE | $479 | $3,024-84.1% | $3,985-88.0% | $4,028-88.1% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,835-100.0% | $5,404-100.0% |