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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 | $4,598 | $97,020-95.3% | $83,322-94.5% | $135,379-96.6% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | 0.00% | 12.31%-12.3pp | 10.64%-10.6pp | 519.79%-519.8pp |
| Employer contribution / active EE | $2,049 | $4,144-50.5% | $3,379-39.4% | $4,779-57.1% |
| Participant deferral / active EE | $1,025 | $5,964-82.8% | $5,565-81.6% | $5,609-81.7% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |