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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 | $7,675 | $57,119-86.6% | $85,187-91.0% | $80,935-90.5% |
| Participation rate | 28.6% | 56.4%-27.8pp | 67.5%-39.0pp | 67.7%-39.1pp |
| Annual return | 14.62% | 21.70%-7.1pp | 66.67%-52.0pp | 35.66%-21.0pp |
| Employer contribution / active EE | $464 | $1,802-74.2% | $2,732-83.0% | $2,757-83.2% |
| Participant deferral / active EE | $530 | $3,115-83.0% | $4,525-88.3% | $4,299-87.7% |
| Admin fee / account holder | $0 | $4,990-100.0% | $6,162-100.0% | $6,924-100.0% |