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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 | $2,342 | $63,861-96.3% | $104,639-97.8% | $79,856-97.1% |
| Participation rate | 44.8% | 64.9%-20.1pp | 74.1%-29.2pp | 69.6%-24.8pp |
| Annual return | 0.00% | 21.30%-21.3pp | 340.67%-340.7pp | 31.71%-31.7pp |
| Employer contribution / active EE | $330 | $1,588-79.2% | $2,682-87.7% | $2,471-86.6% |
| Participant deferral / active EE | $735 | $2,693-72.7% | $3,738-80.3% | $3,741-80.4% |
| Admin fee / account holder | $1 | $4,185-100.0% | $6,465-100.0% | $5,306-100.0% |