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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 | $5,057 | $115,903-95.6% | $100,528-95.0% | $158,966-96.8% |
| Participation rate | 33.3% | 81.6%-48.3pp | 79.4%-46.1pp | 82.0%-48.6pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $469 | $4,105-88.6% | $3,419-86.3% | $4,762-90.2% |
| Participant deferral / active EE | $953 | $6,677-85.7% | $6,271-84.8% | $5,983-84.1% |
| Admin fee / account holder | $58 | $11,000-99.5% | $8,084-99.3% | $11,250-99.5% |