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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 | $9,607 | $65,704-85.4% | $94,229-89.8% | $59,633-83.9% |
| Participation rate | 25.0% | 72.1%-47.1pp | 78.8%-53.8pp | 68.7%-43.7pp |
| Annual return | -1.01% | 5.22%-6.2pp | 10.68%-11.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $565 | $2,021-72.0% | $3,587-84.3% | $2,203-74.4% |
| Participant deferral / active EE | $894 | $3,143-71.6% | $4,320-79.3% | $3,192-72.0% |
| Admin fee / account holder | $0 | $4,265-100.0% | $6,269-100.0% | $4,297-100.0% |