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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 | $7,580 | $41,150-81.6% | $80,607-90.6% | $71,495-89.4% |
| Participation rate | 12.3% | 50.3%-38.0pp | 67.0%-54.7pp | 67.9%-55.6pp |
| Annual return | 0.00% | 38.48%-38.5pp | 936.11%-936.1pp | 28.85%-28.9pp |
| Employer contribution / active EE | $306 | $1,515-79.8% | $2,724-88.8% | $2,589-88.2% |
| Participant deferral / active EE | $410 | $2,701-84.8% | $4,448-90.8% | $4,291-90.5% |
| Admin fee / account holder | $217 | $1,841-88.2% | $5,379-96.0% | $1,588-86.3% |