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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 | $6,457 | $38,365-83.2% | $84,637-92.4% | $65,186-90.1% |
| Participation rate | 29.7% | 55.7%-26.0pp | 68.2%-38.5pp | 70.2%-40.5pp |
| Annual return | 0.00% | 32.00%-32.0pp | 258.82%-258.8pp | 29.39%-29.4pp |
| Employer contribution / active EE | $263 | $1,258-79.1% | $2,653-90.1% | $2,177-87.9% |
| Participant deferral / active EE | $442 | $2,278-80.6% | $3,900-88.7% | $3,514-87.4% |
| Admin fee / account holder | $11 | $451-97.5% | $4,914-99.8% | $847-98.7% |