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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 | $6,157 | $215,361-97.1% | $171,082-96.4% | $273,972-97.8% |
| Participation rate | 68.8% | 82.0%-13.3pp | 76.7%-7.9pp | 83.0%-14.3pp |
| Annual return | 5.01% | 25.14%-20.1pp | 32.56%-27.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $912 | $4,967-81.6% | $4,002-77.2% | $4,869-81.3% |
| Participant deferral / active EE | $731 | $5,543-86.8% | $4,797-84.8% | $5,287-86.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |