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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 | $3,034 | $76,371-96.0% | $93,621-96.8% | $72,976-95.8% |
| Participation rate | 51.7% | 71.8%-20.0pp | 75.8%-24.1pp | 69.5%-17.8pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $551 | $2,276-75.8% | $2,719-79.7% | $2,440-77.4% |
| Participant deferral / active EE | $1,043 | $3,538-70.5% | $4,070-74.4% | $3,608-71.1% |
| Admin fee / account holder | $3 | $6,839-100.0% | $7,890-100.0% | $5,124-99.9% |