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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 | $6,961 | $45,438-84.7% | $80,004-91.3% | $59,633-88.3% |
| Participation rate | 28.9% | 63.7%-34.8pp | 73.0%-44.1pp | 68.7%-39.8pp |
| Annual return | -2.16% | 5.10%-7.3pp | 7.63%-9.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $427 | $1,236-65.5% | $2,473-82.7% | $2,203-80.6% |
| Participant deferral / active EE | $824 | $2,231-63.1% | $3,204-74.3% | $3,192-74.2% |
| Admin fee / account holder | $17 | $3,464-99.5% | $5,033-99.7% | $4,297-99.6% |