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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 | $18,046 | $211,946-91.5% | $169,452-89.4% | $135,380-86.7% |
| Participation rate | 39.1% | 82.6%-43.5pp | 77.8%-38.7pp | 82.6%-43.5pp |
| Annual return | -7.35% | 3.26%-10.6pp | 1.83%-9.2pp | 519.81%-527.2pp |
| Employer contribution / active EE | $684 | $5,117-86.6% | $4,157-83.5% | $4,779-85.7% |
| Participant deferral / active EE | $758 | $6,075-87.5% | $5,277-85.6% | $5,609-86.5% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |