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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 | $7,891 | $232,540-96.6% | $185,117-95.7% | $147,586-94.7% |
| Participation rate | 33.3% | 82.4%-49.0pp | 77.3%-43.9pp | 82.8%-49.5pp |
| Annual return | 0.00% | 43.03%-43.0pp | 40.50%-40.5pp | 578.59%-578.6pp |
| Employer contribution / active EE | $635 | $5,195-87.8% | $4,182-84.8% | $4,876-87.0% |
| Participant deferral / active EE | $879 | $5,834-84.9% | $5,045-82.6% | $5,439-83.8% |
| Admin fee / account holder | $38 | $10,275-99.6% | $8,159-99.5% | $10,886-99.6% |