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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 | $8,881 | $77,472-88.5% | $100,415-91.2% | $80,959-89.0% |
| Participation rate | 32.6% | 76.9%-44.4pp | 81.5%-48.9pp | 67.7%-35.1pp |
| Annual return | 0.00% | 37.26%-37.3pp | 49.47%-49.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $990 | $2,800-64.6% | $3,943-74.9% | $2,757-64.1% |
| Participant deferral / active EE | $1,890 | $6,818-72.3% | $8,091-76.6% | $4,300-56.0% |
| Admin fee / account holder | $35 | $5,885-99.4% | $7,906-99.6% | $6,925-99.5% |