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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 | $15,212 | $89,259-83.0% | $107,187-85.8% | $82,637-81.6% |
| Participation rate | 48.0% | 67.9%-19.9pp | 75.0%-27.0pp | 68.1%-20.1pp |
| Annual return | 0.00% | 21.02%-21.0pp | 204.55%-204.5pp | 53.51%-53.5pp |
| Employer contribution / active EE | $1,024 | $3,080-66.7% | $3,782-72.9% | $2,552-59.9% |
| Participant deferral / active EE | $1,447 | $4,037-64.2% | $5,096-71.6% | $4,126-64.9% |
| Admin fee / account holder | $74 | $7,381-99.0% | $9,162-99.2% | $7,339-99.0% |