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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 | $7,031 | $78,690-91.1% | $161,489-95.6% | $87,485-92.0% |
| Participation rate | 36.0% | 67.5%-31.5pp | 78.7%-42.7pp | 68.9%-32.9pp |
| Annual return | 30.79% | 32.74%-1.9pp | 89.72%-58.9pp | 26.06%+4.7pp |
| Employer contribution / active EE | $419 | $2,588-83.8% | $4,268-90.2% | $2,596-83.9% |
| Participant deferral / active EE | $604 | $3,311-81.8% | $5,630-89.3% | $4,274-85.9% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |