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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 | $2,147 | $151,427-98.6% | $112,860-98.1% | $154,746-98.6% |
| Participation rate | 11.1% | 69.1%-58.0pp | 66.3%-55.2pp | 80.7%-69.6pp |
| Annual return | 22.24% | 30.95%-8.7pp | 35.26%-13.0pp | 172.34%-150.1pp |
| Employer contribution / active EE | $68 | $2,750-97.5% | $2,206-96.9% | $4,379-98.5% |
| Participant deferral / active EE | $162 | $4,285-96.2% | $3,493-95.3% | $6,730-97.6% |
| Admin fee / account holder | $0 | $7,369-100.0% | $6,841-100.0% | $14,365-100.0% |