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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 | $14,339 | $77,817-81.6% | $123,553-88.4% | $64,173-77.7% |
| Participation rate | 29.0% | 74.7%-45.7pp | 82.3%-53.3pp | 69.6%-40.5pp |
| Annual return | 0.00% | 12.49%-12.5pp | 119.21%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $636 | $3,014-78.9% | $4,628-86.3% | $2,381-73.3% |
| Participant deferral / active EE | $1,363 | $5,240-74.0% | $6,426-78.8% | $3,470-60.7% |
| Admin fee / account holder | $185 | $5,519-96.6% | $9,284-98.0% | $4,887-96.2% |