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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 | $8,366 | $47,944-82.5% | $67,834-87.7% | $62,881-86.7% |
| Participation rate | 19.6% | 61.1%-41.4pp | 68.8%-49.2pp | 69.3%-49.7pp |
| Annual return | 13.73% | 11.77%+2.0pp | 138.47%-124.7pp | 20.14%-6.4pp |
| Employer contribution / active EE | $378 | $1,562-75.8% | $2,403-84.3% | $2,281-83.4% |
| Participant deferral / active EE | $750 | $2,247-66.6% | $3,160-76.3% | $3,203-76.6% |
| Admin fee / account holder | $0 | $3,712-100.0% | $4,622-100.0% | $4,296-100.0% |