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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 | $5,651 | $135,961-95.8% | $96,707-94.2% | $67,986-91.7% |
| Participation rate | 4.7% | 76.3%-71.6pp | 80.4%-75.7pp | 57.2%-52.5pp |
| Annual return | 0.00% | 31.14%-31.1pp | 34.78%-34.8pp | 31.67%-31.7pp |
| Employer contribution / active EE | $0 | $5,011-100.0% | $4,191-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $213 | $7,360-97.1% | $5,997-96.4% | $3,358-93.6% |
| Admin fee / account holder | $44 | $2,370-98.1% | $7,503-99.4% | $3,203-98.6% |