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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 | $9,347 | $58,523-84.0% | $99,475-90.6% | $72,975-87.2% |
| Participation rate | 37.5% | 64.6%-27.1pp | 73.8%-36.3pp | 69.5%-32.0pp |
| Annual return | 0.00% | 28.51%-28.5pp | 30.72%-30.7pp | 81.01%-81.0pp |
| Employer contribution / active EE | $379 | $1,512-74.9% | $2,540-85.1% | $2,440-84.5% |
| Participant deferral / active EE | $856 | $2,606-67.1% | $3,619-76.3% | $3,608-76.3% |
| Admin fee / account holder | $5 | $4,102-99.9% | $6,252-99.9% | $5,124-99.9% |