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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 | $1,176 | $16,790-93.0% | $64,489-98.2% | $67,986-98.3% |
| Participation rate | 68.6% | 62.4%+6.2pp | 67.7%+1.0pp | 57.2%+11.4pp |
| Annual return | 0.00% | 30.55%-30.6pp | 55.03%-55.0pp | 31.67%-31.7pp |
| Employer contribution / active EE | $344 | $648-46.9% | $1,523-77.4% | $2,019-83.0% |
| Participant deferral / active EE | $601 | $1,510-60.2% | $2,778-78.4% | $3,358-82.1% |
| Admin fee / account holder | $25 | $1,690-98.5% | $4,260-99.4% | $3,203-99.2% |