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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 | $3,930 | $96,524-95.9% | $75,900-94.8% | $152,909-97.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.3%-29.3pp | 82.5%-42.5pp |
| Annual return | 0.00% | 33.93%-33.9pp | 30.73%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $791 | $3,311-76.1% | $2,501-68.4% | $4,764-83.4% |
| Participant deferral / active EE | $791 | $4,554-82.6% | $3,604-78.1% | $5,851-86.5% |
| Admin fee / account holder | $298 | $8,082-96.3% | $5,421-94.5% | $11,601-97.4% |