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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 | $3,615 | $72,486-95.0% | $87,103-95.8% | $72,976-95.0% |
| Participation rate | 42.9% | 72.8%-30.0pp | 76.9%-34.0pp | 69.5%-26.6pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.02%-81.0pp |
| Employer contribution / active EE | $494 | $1,894-73.9% | $2,521-80.4% | $2,440-79.7% |
| Participant deferral / active EE | $934 | $3,270-71.4% | $4,049-76.9% | $3,608-74.1% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |