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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 | $6,701 | $30,732-78.2% | $59,496-88.7% | $59,633-88.8% |
| Participation rate | 15.4% | 43.2%-27.8pp | 54.6%-39.2pp | 68.7%-53.3pp |
| Annual return | -3.02% | 4.47%-7.5pp | 182.05%-185.1pp | 2041.40%-2044.4pp |
| Employer contribution / active EE | $102 | $631-83.9% | $1,153-91.2% | $2,203-95.4% |
| Participant deferral / active EE | $228 | $1,183-80.8% | $1,829-87.6% | $3,192-92.9% |
| Admin fee / account holder | $0 | $2,136-100.0% | $2,232-100.0% | $4,297-100.0% |