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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 | $4,941 | $49,891-90.1% | $80,607-93.9% | $75,181-93.4% |
| Participation rate | 53.7% | 55.3%-1.6pp | 67.0%-13.3pp | 67.2%-13.5pp |
| Annual return | 22.16% | 34.67%-12.5pp | 936.11%-913.9pp | 160.69%-138.5pp |
| Employer contribution / active EE | $292 | $1,698-82.8% | $2,724-89.3% | $2,671-89.1% |
| Participant deferral / active EE | $496 | $2,991-83.4% | $4,448-88.8% | $4,126-88.0% |
| Admin fee / account holder | $1 | $3,578-100.0% | $5,379-100.0% | $5,650-100.0% |