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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 | $4,167 | $115,903-96.4% | $100,528-95.9% | $158,966-97.4% |
| Participation rate | 47.6% | 81.6%-34.0pp | 79.4%-31.8pp | 82.0%-34.3pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $770 | $4,105-81.2% | $3,419-77.5% | $4,762-83.8% |
| Participant deferral / active EE | $954 | $6,677-85.7% | $6,271-84.8% | $5,983-84.1% |
| Admin fee / account holder | $84 | $11,000-99.2% | $8,084-99.0% | $11,250-99.3% |