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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 | $3,118 | $52,678-94.1% | $75,784-95.9% | $59,633-94.8% |
| Participation rate | 33.3% | 67.2%-33.9pp | 75.8%-42.5pp | 68.7%-35.3pp |
| Annual return | 0.00% | 2.95%-3.0pp | 9.68%-9.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $427 | $2,193-80.5% | $3,323-87.1% | $2,203-80.6% |
| Participant deferral / active EE | $756 | $2,591-70.8% | $3,652-79.3% | $3,192-76.3% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,300-100.0% | $4,297-100.0% |