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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 | $21,301 | $98,766-78.4% | $149,730-85.8% | $79,852-73.3% |
| Participation rate | 35.5% | 75.8%-40.3pp | 82.5%-47.0pp | 69.6%-34.2pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.70%-276.7pp | 31.72%-31.7pp |
| Employer contribution / active EE | $643 | $3,217-80.0% | $4,645-86.1% | $2,471-74.0% |
| Participant deferral / active EE | $1,480 | $5,681-74.0% | $6,843-78.4% | $3,740-60.4% |
| Admin fee / account holder | $154 | $6,052-97.5% | $9,310-98.3% | $5,306-97.1% |