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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 | $5,859 | $289,211-98.0% | $260,467-97.8% | $198,609-97.1% |
| Participation rate | 66.7% | 83.1%-16.4pp | 80.5%-13.8pp | 82.4%-15.7pp |
| Annual return | 4.43% | 112.90%-108.5pp | 100.60%-96.2pp | 202.70%-198.3pp |
| Employer contribution / active EE | $732 | $4,663-84.3% | $4,239-82.7% | $5,055-85.5% |
| Participant deferral / active EE | $959 | $6,812-85.9% | $6,319-84.8% | $6,977-86.2% |
| Admin fee / account holder | $0 | $16,236-100.0% | $15,461-100.0% | $19,030-100.0% |