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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 | $907 | $48,267-98.1% | $68,808-98.7% | $68,486-98.7% |
| Participation rate | 59.6% | 60.7%-1.1pp | 69.0%-9.4pp | 67.9%-8.3pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $372 | $1,829-79.7% | $2,656-86.0% | $2,597-85.7% |
| Participant deferral / active EE | $698 | $2,867-75.7% | $3,942-82.3% | $4,028-82.7% |
| Admin fee / account holder | $228 | $4,362-94.8% | $4,936-95.4% | $5,404-95.8% |