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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 | $5,924 | $32,037-81.5% | $69,182-91.4% | $62,881-90.6% |
| Participation rate | 6.3% | 43.4%-37.2pp | 55.1%-48.9pp | 69.3%-63.1pp |
| Annual return | 9.24% | 15.16%-5.9pp | -21.93%+31.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $97 | $679-85.7% | $1,206-92.0% | $2,281-95.8% |
| Participant deferral / active EE | $256 | $1,185-78.4% | $1,897-86.5% | $3,203-92.0% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |