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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 | $1,862 | $67,602-97.2% | $82,312-97.7% | $70,126-97.3% |
| Participation rate | 58.5% | 72.8%-14.3pp | 76.9%-18.4pp | 69.5%-11.0pp |
| Annual return | 0.00% | 21.57%-21.6pp | 25.88%-25.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $476 | $1,755-72.9% | $2,428-80.4% | $2,343-79.7% |
| Participant deferral / active EE | $953 | $2,987-68.1% | $3,706-74.3% | $3,332-71.4% |
| Admin fee / account holder | $56 | $4,512-98.8% | $5,608-99.0% | $4,645-98.8% |