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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 | $6,386 | $211,946-97.0% | $169,452-96.2% | $135,379-95.3% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -3.53% | 3.26%-6.8pp | 1.83%-5.4pp | 519.79%-523.3pp |
| Employer contribution / active EE | $591 | $5,117-88.4% | $4,157-85.8% | $4,779-87.6% |
| Participant deferral / active EE | $939 | $6,075-84.5% | $5,277-82.2% | $5,609-83.3% |
| Admin fee / account holder | $68 | $11,472-99.4% | $9,110-99.2% | $10,828-99.4% |