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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 | $858 | $69,248-98.8% | $64,101-98.7% | $139,466-99.4% |
| Participation rate | 65.0% | 75.6%-10.6pp | 72.3%-7.3pp | 80.3%-15.3pp |
| Annual return | 0.00% | 45.95%-46.0pp | 33.72%-33.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $546 | $4,682-88.3% | $3,881-85.9% | $6,712-91.9% |
| Admin fee / account holder | $55 | $4,247-98.7% | $3,070-98.2% | $11,409-99.5% |