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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 | $8,521 | $95,188-91.0% | $76,518-88.9% | $135,379-93.7% |
| Participation rate | 22.7% | 74.4%-51.7pp | 68.0%-45.3pp | 82.6%-59.9pp |
| Annual return | -9.14% | 4.85%-14.0pp | -0.27%-8.9pp | 519.79%-528.9pp |
| Employer contribution / active EE | $173 | $3,303-94.8% | $2,647-93.5% | $4,779-96.4% |
| Participant deferral / active EE | $286 | $4,640-93.8% | $3,836-92.5% | $5,609-94.9% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |