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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 | $4,126 | $85,171-95.2% | $172,753-97.6% | $72,976-94.3% |
| Participation rate | 33.3% | 70.1%-36.7pp | 82.6%-49.3pp | 69.5%-36.2pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $784 | $3,324-76.4% | $5,144-84.8% | $2,440-67.9% |
| Participant deferral / active EE | $683 | $3,260-79.1% | $5,198-86.9% | $3,608-81.1% |
| Admin fee / account holder | $160 | $5,880-97.3% | $13,956-98.9% | $5,124-96.9% |