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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 | $4,076 | $124,980-96.7% | $108,359-96.2% | $154,746-97.4% |
| Participation rate | 42.9% | 75.2%-32.3pp | 70.1%-27.3pp | 80.7%-37.8pp |
| Annual return | 0.00% | 45.00%-45.0pp | 36.89%-36.9pp | 172.34%-172.3pp |
| Employer contribution / active EE | $752 | $2,851-73.6% | $2,399-68.7% | $4,379-82.8% |
| Participant deferral / active EE | $1,113 | $4,743-76.5% | $4,137-73.1% | $6,730-83.5% |
| Admin fee / account holder | $32 | $11,502-99.7% | $9,741-99.7% | $14,365-99.8% |