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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 | $8,317 | $81,358-89.8% | $155,556-94.7% | $80,959-89.7% |
| Participation rate | 20.0% | 66.3%-46.3pp | 78.2%-58.2pp | 67.7%-47.7pp |
| Annual return | 17.31% | 33.39%-16.1pp | 64.84%-47.5pp | 35.67%-18.4pp |
| Employer contribution / active EE | $401 | $3,106-87.1% | $4,675-91.4% | $2,757-85.5% |
| Participant deferral / active EE | $741 | $3,455-78.6% | $5,631-86.8% | $4,300-82.8% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |