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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 | $2,582 | $53,596-95.2% | $90,657-97.2% | $64,173-96.0% |
| Participation rate | 41.9% | 64.5%-22.6pp | 74.0%-32.1pp | 69.6%-27.6pp |
| Annual return | 0.00% | 4.41%-4.4pp | 1.89%-1.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $438 | $1,503-70.9% | $2,532-82.7% | $2,381-81.6% |
| Participant deferral / active EE | $748 | $2,459-69.6% | $3,424-78.2% | $3,470-78.4% |
| Admin fee / account holder | $51 | $3,868-98.7% | $4,994-99.0% | $4,887-99.0% |