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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 | $5,351 | $162,821-96.7% | $133,978-96.0% | $158,982-96.6% |
| Participation rate | 45.8% | 83.2%-37.4pp | 79.8%-34.0pp | 82.0%-36.1pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,331 | $4,976-73.3% | $3,919-66.0% | $4,763-72.1% |
| Participant deferral / active EE | $1,421 | $5,910-76.0% | $5,047-71.9% | $5,983-76.3% |
| Admin fee / account holder | $267 | $11,742-97.7% | $8,930-97.0% | $11,252-97.6% |