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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 | $5,895 | $35,986-83.6% | $77,513-92.4% | $73,493-92.0% |
| Participation rate | 13.0% | 40.8%-27.8pp | 54.2%-41.2pp | 70.7%-57.7pp |
| Annual return | 44.23% | 19.26%+25.0pp | 54.81%-10.6pp | 28.51%+15.7pp |
| Employer contribution / active EE | $144 | $557-74.1% | $987-85.4% | $2,270-93.6% |
| Participant deferral / active EE | $311 | $1,198-74.1% | $1,861-83.3% | $3,740-91.7% |
| Admin fee / account holder | $0 | $466-100.0% | $2,859-100.0% | $513-100.0% |