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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 | $4,763 | $70,002-93.2% | $115,038-95.9% | $52,331-90.9% |
| Participation rate | 48.2% | 72.1%-23.9pp | 81.4%-33.1pp | 68.1%-19.9pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $685 | $2,715-74.8% | $4,608-85.1% | $1,882-63.6% |
| Participant deferral / active EE | $1,041 | $4,920-78.8% | $6,026-82.7% | $3,022-65.6% |
| Admin fee / account holder | $129 | $566-77.2% | $8,175-98.4% | $592-78.2% |