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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 | $6,545 | $53,596-87.8% | $90,657-92.8% | $64,173-89.8% |
| Participation rate | 35.5% | 64.5%-29.0pp | 74.0%-38.5pp | 69.6%-34.1pp |
| Annual return | 126.69% | 4.41%+122.3pp | 1.89%+124.8pp | 7.63%+119.1pp |
| Employer contribution / active EE | $331 | $1,503-78.0% | $2,532-86.9% | $2,381-86.1% |
| Participant deferral / active EE | $483 | $2,459-80.4% | $3,424-85.9% | $3,470-86.1% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,887-100.0% |