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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 | $10,387 | $101,778-89.8% | $164,975-93.7% | $80,925-87.2% |
| Participation rate | 26.3% | 71.8%-45.5pp | 78.6%-52.3pp | 67.7%-41.3pp |
| Annual return | 0.00% | 16.73%-16.7pp | 70.12%-70.1pp | 35.65%-35.6pp |
| Employer contribution / active EE | $912 | $2,954-69.1% | $4,343-79.0% | $2,756-66.9% |
| Participant deferral / active EE | $1,522 | $4,477-66.0% | $6,033-74.8% | $4,299-64.6% |
| Admin fee / account holder | $129 | $8,221-98.4% | $12,688-99.0% | $6,940-98.1% |