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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 | $4,950 | $95,915-94.8% | $79,580-93.8% | $134,532-96.3% |
| Participation rate | 28.6% | 75.0%-46.5pp | 69.5%-40.9pp | 81.2%-52.7pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $585 | $3,129-81.3% | $2,413-75.8% | $4,741-87.7% |
| Participant deferral / active EE | $893 | $4,693-81.0% | $3,985-77.6% | $6,401-86.1% |
| Admin fee / account holder | $115 | $9,132-98.7% | $6,835-98.3% | $11,429-99.0% |