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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 | $3,235 | $64,719-95.0% | $112,249-97.1% | $68,486-95.3% |
| Participation rate | 65.1% | 67.2%-2.1pp | 75.1%-10.0pp | 67.9%-2.8pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.48%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $856 | $2,747-68.9% | $3,636-76.5% | $2,597-67.1% |
| Participant deferral / active EE | $1,283 | $3,565-64.0% | $4,729-72.9% | $4,028-68.1% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |