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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 | $6,674 | $71,878-90.7% | $86,698-92.3% | $68,486-90.3% |
| Participation rate | 7.7% | 72.2%-64.6pp | 76.6%-68.9pp | 67.9%-60.2pp |
| Annual return | 0.00% | 3.53%-3.5pp | 35.95%-35.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $515 | $3,779-86.4% | $4,656-88.9% | $4,028-87.2% |
| Admin fee / account holder | $6 | $6,113-99.9% | $7,493-99.9% | $5,404-99.9% |