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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 | $4,295 | $106,115-96.0% | $85,969-95.0% | $125,389-96.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 76.5%-9.9pp | 83.2%-16.5pp |
| Annual return | -3.02% | 13.93%-16.9pp | 9.32%-12.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $2,694 | $4,537-40.6% | $3,474-22.5% | $4,866-44.6% |
| Participant deferral / active EE | $568 | $4,859-88.3% | $3,829-85.2% | $5,352-89.4% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |