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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 | $2,026 | $90,486-97.8% | $78,676-97.4% | $273,972-99.3% |
| Participation rate | 41.7% | 76.5%-34.9pp | 73.6%-31.9pp | 83.0%-41.3pp |
| Annual return | 18.32% | 75.62%-57.3pp | 62.19%-43.9pp | 41.46%-23.1pp |
| Employer contribution / active EE | $253 | $3,175-92.0% | $2,850-91.1% | $4,869-94.8% |
| Participant deferral / active EE | $415 | $3,901-89.4% | $3,517-88.2% | $5,287-92.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |