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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 | $6,337 | $70,430-91.0% | $96,572-93.4% | $85,851-92.6% |
| Participation rate | 19.7% | 61.8%-42.1pp | 69.8%-50.2pp | 69.3%-49.6pp |
| Annual return | 0.00% | 18.58%-18.6pp | 37.79%-37.8pp | 318.63%-318.6pp |
| Employer contribution / active EE | $521 | $1,413-63.2% | $2,357-77.9% | $2,565-79.7% |
| Participant deferral / active EE | $1,004 | $2,894-65.3% | $3,850-73.9% | $3,952-74.6% |
| Admin fee / account holder | $198 | $4,996-96.0% | $6,183-96.8% | $6,261-96.8% |