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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 | $2,823 | $102,609-97.2% | $98,090-97.1% | $138,895-98.0% |
| Participation rate | 60.0% | 82.8%-22.8pp | 81.5%-21.5pp | 79.9%-19.9pp |
| Annual return | 0.00% | 36.44%-36.4pp | 37.05%-37.0pp | 145.39%-145.4pp |
| Employer contribution / active EE | $875 | $3,867-77.4% | $3,606-75.7% | $4,194-79.1% |
| Participant deferral / active EE | $893 | $8,167-89.1% | $7,845-88.6% | $6,396-86.0% |
| Admin fee / account holder | $99 | $11,434-99.1% | $11,815-99.2% | $12,562-99.2% |