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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 | $2,906 | $76,371-96.2% | $93,621-96.9% | $72,975-96.0% |
| Participation rate | 41.2% | 71.8%-30.6pp | 75.8%-34.7pp | 69.5%-28.3pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.01%-81.0pp |
| Employer contribution / active EE | $432 | $2,276-81.0% | $2,719-84.1% | $2,440-82.3% |
| Participant deferral / active EE | $565 | $3,538-84.0% | $4,070-86.1% | $3,608-84.3% |
| Admin fee / account holder | $95 | $6,839-98.6% | $7,890-98.8% | $5,124-98.1% |