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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 | $11,342 | $45,566-75.1% | $64,105-82.3% | $59,633-81.0% |
| Participation rate | 40.0% | 60.2%-20.2pp | 68.2%-28.2pp | 68.7%-28.7pp |
| Annual return | 0.00% | 4.95%-4.9pp | 791.24%-791.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $458 | $934-50.9% | $1,820-74.8% | $2,203-79.2% |
| Participant deferral / active EE | $623 | $2,057-69.7% | $2,822-77.9% | $3,192-80.5% |
| Admin fee / account holder | $39 | $3,268-98.8% | $4,499-99.1% | $4,297-99.1% |