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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 | $10,810 | $92,219-88.3% | $76,767-85.9% | $135,380-92.0% |
| Participation rate | 40.0% | 79.8%-39.8pp | 77.0%-37.0pp | 82.6%-42.6pp |
| Annual return | -5.25% | 5.46%-10.7pp | 2.43%-7.7pp | 519.81%-525.1pp |
| Employer contribution / active EE | $4,591 | $3,216+42.8% | $2,485+84.7% | $4,779-3.9% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9 | $10,749-99.9% | $6,675-99.9% | $10,828-99.9% |