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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 | $152,394-98.6% | $124,067-98.3% | $155,188-98.6% |
| Participation rate | 11.1% | 68.8%-57.7pp | 66.9%-55.8pp | 80.8%-69.7pp |
| Annual return | 22.24% | 34.93%-12.7pp | 31.06%-8.8pp | 148.84%-126.6pp |
| Employer contribution / active EE | $68 | $2,398-97.2% | $2,166-96.9% | $4,248-98.4% |
| Participant deferral / active EE | $162 | $3,823-95.8% | $3,463-95.3% | $6,531-97.5% |
| Admin fee / account holder | $0 | $6,949-100.0% | $7,351-100.0% | $14,480-100.0% |