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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 | $10,252 | $54,541-81.2% | $78,778-87.0% | $70,126-85.4% |
| Participation rate | 37.1% | 60.8%-23.7pp | 69.2%-32.1pp | 69.5%-32.4pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $203 | $1,089-81.3% | $1,986-89.8% | $2,343-91.3% |
| Participant deferral / active EE | $582 | $2,210-73.6% | $2,958-80.3% | $3,332-82.5% |
| Admin fee / account holder | $57 | $3,709-98.5% | $5,134-98.9% | $4,645-98.8% |