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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 | $7,229 | $211,946-96.6% | $169,452-95.7% | $135,379-94.7% |
| Participation rate | 54.5% | 82.6%-28.1pp | 77.8%-23.2pp | 82.6%-28.1pp |
| Annual return | -9.17% | 3.26%-12.4pp | 1.83%-11.0pp | 519.79%-529.0pp |
| Employer contribution / active EE | $580 | $5,117-88.7% | $4,157-86.0% | $4,779-87.9% |
| Participant deferral / active EE | $594 | $6,075-90.2% | $5,277-88.7% | $5,609-89.4% |
| Admin fee / account holder | $16 | $11,472-99.9% | $9,110-99.8% | $10,828-99.9% |