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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 | $4,104 | $165,381-97.5% | $149,730-97.3% | $158,966-97.4% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 0.00% | 348.29%-348.3pp | 276.70%-276.7pp | 302.95%-302.9pp |
| Employer contribution / active EE | $955 | $5,104-81.3% | $4,645-79.4% | $4,762-79.9% |
| Participant deferral / active EE | $1,541 | $7,182-78.5% | $6,843-77.5% | $5,983-74.2% |
| Admin fee / account holder | $3 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |