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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 | $1,465 | $53,546-97.3% | $69,884-97.9% | $68,486-97.9% |
| Participation rate | 56.8% | 64.5%-7.7pp | 70.5%-13.7pp | 67.9%-11.1pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.81%-190.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $423 | $2,019-79.1% | $2,560-83.5% | $2,597-83.7% |
| Participant deferral / active EE | $498 | $2,957-83.2% | $3,848-87.1% | $4,028-87.6% |
| Admin fee / account holder | $54 | $4,693-98.8% | $6,266-99.1% | $5,404-99.0% |