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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 | $2,259 | $91,559-97.5% | $133,971-98.3% | $79,852-97.2% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 0.00% | 61.85%-61.9pp | 45.09%-45.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $567 | $2,384-76.2% | $3,919-85.5% | $2,471-77.0% |
| Participant deferral / active EE | $599 | $3,734-84.0% | $5,047-88.1% | $3,740-84.0% |
| Admin fee / account holder | $41 | $6,321-99.3% | $8,929-99.5% | $5,306-99.2% |