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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 | $8,296 | $98,760-91.6% | $149,715-94.5% | $79,858-89.6% |
| Participation rate | 43.8% | 75.8%-32.0pp | 82.5%-38.7pp | 69.6%-25.9pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.66%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $982 | $3,217-69.5% | $4,645-78.8% | $2,471-60.2% |
| Participant deferral / active EE | $2,176 | $5,681-61.7% | $6,842-68.2% | $3,740-41.8% |
| Admin fee / account holder | $167 | $6,053-97.2% | $9,310-98.2% | $5,306-96.8% |