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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 | $2,421 | $118,467-98.0% | $98,450-97.5% | $139,456-98.3% |
| Participation rate | 68.4% | 77.5%-9.0pp | 75.2%-6.7pp | 80.3%-11.9pp |
| Annual return | 0.00% | 18.95%-18.9pp | 21.16%-21.2pp | 373.45%-373.4pp |
| Employer contribution / active EE | $751 | $3,611-79.2% | $3,049-75.4% | $4,753-84.2% |
| Participant deferral / active EE | $1,053 | $5,393-80.5% | $4,739-77.8% | $6,711-84.3% |
| Admin fee / account holder | $38 | $14,057-99.7% | $8,961-99.6% | $11,407-99.7% |