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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 | $1,765 | $51,638-96.6% | $68,368-97.4% | $82,448-97.9% |
| Participation rate | 43.3% | 63.6%-20.3pp | 73.8%-30.4pp | 68.1%-24.7pp |
| Annual return | 0.00% | 37.53%-37.5pp | 292.57%-292.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $305 | $2,047-85.1% | $2,649-88.5% | $2,551-88.1% |
| Participant deferral / active EE | $457 | $2,914-84.3% | $4,123-88.9% | $4,139-89.0% |
| Admin fee / account holder | $113 | $4,643-97.6% | $5,150-97.8% | $7,234-98.4% |