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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 | $6,140 | $211,946-97.1% | $169,452-96.4% | $135,380-95.5% |
| Participation rate | 57.1% | 82.6%-25.5pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -8.33% | 3.26%-11.6pp | 1.83%-10.2pp | 519.81%-528.1pp |
| Employer contribution / active EE | $586 | $5,117-88.6% | $4,157-85.9% | $4,779-87.7% |
| Participant deferral / active EE | $641 | $6,075-89.5% | $5,277-87.9% | $5,609-88.6% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |