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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 | $1,582 | $136,860-98.8% | $120,344-98.7% | $154,746-99.0% |
| Participation rate | 33.3% | 79.9%-46.6pp | 76.7%-43.4pp | 80.7%-47.4pp |
| Annual return | 0.00% | 21.38%-21.4pp | 20.30%-20.3pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $495 | $5,793-91.5% | $5,135-90.4% | $6,730-92.7% |
| Admin fee / account holder | $21 | $15,393-99.9% | $12,742-99.8% | $14,365-99.9% |