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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 | $3,699 | $99,032-96.3% | $80,022-95.4% | $135,380-97.3% |
| Participation rate | 23.1% | 78.4%-55.3pp | 75.8%-52.8pp | 82.6%-59.6pp |
| Annual return | 0.00% | 15.39%-15.4pp | 11.22%-11.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $462 | $3,043-84.8% | $2,468-81.3% | $4,779-90.3% |
| Participant deferral / active EE | $462 | $4,282-89.2% | $3,686-87.5% | $5,609-91.8% |
| Admin fee / account holder | $5 | $10,436-100.0% | $6,521-99.9% | $10,828-100.0% |