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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 | $5,723 | $68,681-91.7% | $86,625-93.4% | $85,851-93.3% |
| Participation rate | 11.4% | 66.4%-55.0pp | 71.6%-60.3pp | 69.3%-58.0pp |
| Annual return | 0.00% | 20.12%-20.1pp | 63.52%-63.5pp | 318.63%-318.6pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,496-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $647 | $2,919-77.9% | $3,700-82.5% | $3,952-83.6% |
| Admin fee / account holder | $284 | $5,974-95.3% | $5,830-95.1% | $6,261-95.5% |