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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 | $6,169 | $77,638-92.1% | $156,551-96.1% | $62,881-90.2% |
| Participation rate | 33.3% | 71.2%-37.9pp | 84.0%-50.7pp | 69.3%-36.0pp |
| Annual return | 11.52% | 50.33%-38.8pp | 32.23%-20.7pp | 20.14%-8.6pp |
| Employer contribution / active EE | $496 | $3,444-85.6% | $5,501-91.0% | $2,281-78.3% |
| Participant deferral / active EE | $635 | $3,046-79.2% | $4,871-87.0% | $3,203-80.2% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |