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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 | $116,167-98.2% | $64,489-96.7% | $137,256-98.4% |
| Participation rate | 11.1% | 68.2%-57.1pp | 67.7%-56.6pp | 80.0%-68.8pp |
| Annual return | 22.24% | 36.55%-14.3pp | 55.03%-32.8pp | 220.34%-198.1pp |
| Employer contribution / active EE | $68 | $2,483-97.3% | $1,523-95.6% | $4,156-98.4% |
| Participant deferral / active EE | $162 | $4,215-96.1% | $2,778-94.2% | $6,407-97.5% |
| Admin fee / account holder | $0 | $6,188-100.0% | $4,260-100.0% | $12,270-100.0% |