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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 | $13,793 | $135,956-89.9% | $123,894-88.9% | $273,972-95.0% |
| Participation rate | 46.2% | 84.1%-37.9pp | 81.4%-35.3pp | 83.0%-36.9pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $980 | $5,170-81.0% | $4,617-78.8% | $4,869-79.9% |
| Participant deferral / active EE | $1,494 | $6,343-76.4% | $5,984-75.0% | $5,287-71.7% |
| Admin fee / account holder | $21 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |