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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 | $5,620 | $69,977-92.0% | $108,582-94.8% | $62,881-91.1% |
| Participation rate | 44.9% | 72.9%-28.0pp | 79.6%-34.7pp | 69.3%-24.4pp |
| Annual return | 10.86% | 10.73%+0.1pp | -51.70%+62.6pp | 20.14%-9.3pp |
| Employer contribution / active EE | $660 | $2,135-69.1% | $3,758-82.4% | $2,281-71.1% |
| Participant deferral / active EE | $864 | $3,165-72.7% | $4,311-80.0% | $3,203-73.0% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |