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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 | $6,638 | $46,596-85.8% | $64,099-89.6% | $75,181-91.2% |
| Participation rate | 59.0% | 65.9%-7.0pp | 72.3%-13.3pp | 67.2%-8.2pp |
| Annual return | 18.46% | 26.04%-7.6pp | 33.70%-15.2pp | 160.69%-142.2pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,748-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $607 | $2,837-78.6% | $3,881-84.3% | $4,126-85.3% |
| Admin fee / account holder | $2 | $2,954-99.9% | $3,070-99.9% | $5,650-100.0% |